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 | $77,767 | $72,177+7.7% | $115,037-32.4% | $59,632+30.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.61% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $2,047 | $2,841-27.9% | $4,608-55.6% | $2,203-7.0% |
| Participant deferral / active EE | $5,202 | $4,783+8.8% | $6,026-13.7% | $3,192+63.0% |
| Admin fee / account holder | $7,293 | $4,927+48.0% | $8,175-10.8% | $4,297+69.7% |