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 | $49,099 | $72,177-32.0% | $115,037-57.3% | $59,632-17.7% |
| Participation rate | 74.2% | 72.6%+1.6pp | 81.4%-7.2pp | 68.7%+5.5pp |
| Annual return | -3.34% | 12.02%-15.4pp | 26.14%-29.5pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,108 | $2,841-25.8% | $4,608-54.3% | $2,203-4.3% |
| Participant deferral / active EE | $4,189 | $4,783-12.4% | $6,026-30.5% | $3,192+31.2% |
| Admin fee / account holder | $2,505 | $4,927-49.2% | $8,175-69.4% | $4,297-41.7% |