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 | $110,289 | $81,900+34.7% | $119,609-7.8% | $68,494+61.0% |
| Participation rate | 80.6% | 71.9%+8.8pp | 79.3%+1.4pp | 67.9%+12.8pp |
| Annual return | -21.91% | -23.82%+1.9pp | -14.97%-6.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $933 | $2,693-65.4% | $4,232-78.0% | $2,596-64.1% |
| Participant deferral / active EE | $4,062 | $4,148-2.1% | $5,602-27.5% | $4,027+0.9% |
| Admin fee / account holder | $7,908 | $6,582+20.1% | $10,323-23.4% | $5,403+46.4% |