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 | $84,008 | $72,177+16.4% | $115,037-27.0% | $59,632+40.9% |
| Participation rate | 79.3% | 72.6%+6.8pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | -6.06% | 12.02%-18.1pp | 26.14%-32.2pp | 2041.28%-2047.3pp |
| Employer contribution / active EE | $5,874 | $2,841+106.7% | $4,608+27.5% | $2,203+166.7% |
| Participant deferral / active EE | $4,638 | $4,783-3.0% | $6,026-23.0% | $3,192+45.3% |
| Admin fee / account holder | $1,371 | $4,927-72.2% | $8,175-83.2% | $4,297-68.1% |