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 | $43,516 | $77,813-44.1% | $123,544-64.8% | $64,186-32.2% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -9.59% | 12.48%-22.1pp | 119.20%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $3,092 | $3,014+2.6% | $4,628-33.2% | $2,381+29.9% |
| Participant deferral / active EE | $7,110 | $5,240+35.7% | $6,426+10.6% | $3,470+104.9% |
| Admin fee / account holder | $446 | $5,519-91.9% | $9,284-95.2% | $4,888-90.9% |