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 | $108,823 | $58,851+84.9% | $115,157-5.5% | $72,985+49.1% |
| Participation rate | 96.8% | 65.5%+31.2pp | 75.9%+20.9pp | 69.5%+27.3pp |
| Annual return | -8.18% | 23.16%-31.3pp | 35.60%-43.8pp | 81.00%-89.2pp |
| Employer contribution / active EE | $4,263 | $1,798+137.1% | $3,179+34.1% | $2,440+74.7% |
| Participant deferral / active EE | $2,940 | $2,643+11.3% | $4,168-29.5% | $3,607-18.5% |
| Admin fee / account holder | $1,279 | $6,370-79.9% | $7,088-82.0% | $5,124-75.0% |