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 | $74,297 | $79,633-6.7% | $93,789-20.8% | $68,494+8.5% |
| Participation rate | 84.0% | 75.4%+8.6pp | 81.0%+3.0pp | 67.9%+16.1pp |
| Annual return | -22.47% | -0.10%-22.4pp | -11.33%-11.1pp | -7.84%-14.6pp |
| Employer contribution / active EE | $2,513 | $3,665-31.4% | $4,323-41.9% | $2,596-3.2% |
| Participant deferral / active EE | $4,780 | $5,158-7.3% | $6,094-21.6% | $4,027+18.7% |
| Admin fee / account holder | $823 | $6,871-88.0% | $7,195-88.6% | $5,403-84.8% |