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 | $69,052 | $57,354+20.4% | $83,848-17.6% | $64,186+7.6% |
| Participation rate | 72.4% | 68.6%+3.8pp | 76.1%-3.7pp | 69.6%+2.8pp |
| Annual return | -9.41% | 11.38%-20.8pp | 850.88%-860.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $7,042 | $2,545+176.7% | $3,631+94.0% | $2,381+195.8% |
| Participant deferral / active EE | $3,694 | $2,993+23.4% | $4,082-9.5% | $3,470+6.5% |
| Admin fee / account holder | $3,431 | $4,046-15.2% | $5,478-37.4% | $4,888-29.8% |