See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,334 | $72,177-9.5% | $115,037-43.2% | $59,632+9.6% |
| Participation rate | 88.0% | 72.6%+15.4pp | 81.4%+6.6pp | 68.7%+19.3pp |
| Annual return | -4.54% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $2,330 | $2,841-18.0% | $4,608-49.4% | $2,203+5.8% |
| Participant deferral / active EE | $6,671 | $4,783+39.5% | $6,026+10.7% | $3,192+109.0% |
| Admin fee / account holder | $8,254 | $4,927+67.5% | $8,175+1.0% | $4,297+92.1% |