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 | $47,603 | $76,000-37.4% | $154,107-69.1% | $64,186-25.8% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.2pp | 69.6%+17.7pp |
| Annual return | -7.99% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,503 | $3,351-55.2% | $5,298-71.6% | $2,381-36.9% |
| Participant deferral / active EE | $5,486 | $3,175+72.8% | $5,081+8.0% | $3,470+58.1% |
| Admin fee / account holder | $4,172 | $5,596-25.4% | $13,411-68.9% | $4,888-14.6% |