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 | $106,132 | $71,883+47.6% | $86,677+22.4% | $68,494+55.0% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -22.53% | 3.52%-26.1pp | 35.91%-58.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $5,176 | $2,173+138.2% | $2,836+82.5% | $2,596+99.4% |
| Participant deferral / active EE | $4,471 | $3,779+18.3% | $4,656-4.0% | $4,027+11.0% |
| Admin fee / account holder | $4,417 | $6,112-27.7% | $7,493-41.1% | $5,403-18.3% |