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 | $173,764 | $99,341+74.9% | $84,750+105.0% | $273,961-36.6% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | -24.76% | 22.93%-47.7pp | 22.78%-47.5pp | 41.45%-66.2pp |
| Employer contribution / active EE | $855 | $4,214-79.7% | $3,574-76.1% | $4,869-82.4% |
| Participant deferral / active EE | $2,440 | $4,269-42.9% | $3,712-34.3% | $5,287-53.9% |
| Admin fee / account holder | $3,107 | $6,644-53.2% | $5,332-41.7% | $10,132-69.3% |