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 | $90,893 | $64,707+40.5% | $112,228-19.0% | $68,494+32.7% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -21.14% | -11.40%-9.7pp | 27.45%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,550 | $2,746-7.1% | $3,635-29.9% | $2,596-1.8% |
| Participant deferral / active EE | $4,618 | $3,565+29.6% | $4,728-2.3% | $4,027+14.7% |
| Admin fee / account holder | $1,750 | $5,232-66.6% | $6,410-72.7% | $5,403-67.6% |