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 | $129,784 | $93,071+39.4% | $74,583+74.0% | $273,961-52.6% |
| Participation rate | 81.8% | 74.9%+6.9pp | 68.1%+13.7pp | 83.0%-1.2pp |
| Annual return | -1.39% | 26.18%-27.6pp | 20.47%-21.9pp | 41.45%-42.8pp |
| Employer contribution / active EE | $4,711 | $3,160+49.1% | $2,525+86.6% | $4,869-3.2% |
| Participant deferral / active EE | $3,229 | $4,160-22.4% | $3,458-6.6% | $5,287-38.9% |
| Admin fee / account holder | $17,626 | $5,272+234.3% | $4,138+326.0% | $10,132+74.0% |