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 | $97,353 | $81,900+18.9% | $119,609-18.6% | $68,494+42.1% |
| Participation rate | 86.7% | 71.9%+14.8pp | 79.3%+7.4pp | 67.9%+18.8pp |
| Annual return | -18.89% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $5,665 | $2,693+110.3% | $4,232+33.9% | $2,596+118.2% |
| Participant deferral / active EE | $7,290 | $4,148+75.8% | $5,602+30.1% | $4,027+81.0% |
| Admin fee / account holder | $1,676 | $6,582-74.5% | $10,323-83.8% | $5,403-69.0% |