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 | $109,086 | $91,538+19.2% | $129,995-16.1% | $75,163+45.1% |
| Participation rate | 76.3% | 71.4%+4.9pp | 78.5%-2.2pp | 67.2%+9.1pp |
| Annual return | 8.24% | -631.11%+639.4pp | -137.18%+145.4pp | 160.62%-152.4pp |
| Employer contribution / active EE | $1,244 | $2,845-56.3% | $4,320-71.2% | $2,670-53.4% |
| Participant deferral / active EE | $3,492 | $4,341-19.6% | $5,820-40.0% | $4,125-15.3% |
| Admin fee / account holder | $6,427 | $6,790-5.3% | $10,614-39.5% | $5,651+13.7% |