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 | $71,537 | $69,977+2.2% | $108,579-34.1% | $62,891+13.7% |
| Participation rate | 76.1% | 72.9%+3.2pp | 79.6%-3.5pp | 69.3%+6.8pp |
| Annual return | 2.29% | 10.73%-8.4pp | -51.70%+54.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,310 | $2,135-38.7% | $3,758-65.2% | $2,281-42.6% |
| Participant deferral / active EE | $3,000 | $3,165-5.2% | $4,311-30.4% | $3,203-6.3% |
| Admin fee / account holder | $1,775 | $5,076-65.0% | $7,645-76.8% | $4,296-58.7% |