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 | $85,619 | $54,229+57.9% | $70,092+22.2% | $68,494+25.0% |
| Participation rate | 84.8% | 64.5%+20.4pp | 70.5%+14.4pp | 67.9%+17.0pp |
| Annual return | -24.58% | -13.87%-10.7pp | 190.73%-215.3pp | -7.84%-16.7pp |
| Employer contribution / active EE | $1,734 | $2,018-14.1% | $2,559-32.2% | $2,596-33.2% |
| Participant deferral / active EE | $2,792 | $2,956-5.5% | $3,849-27.4% | $4,027-30.7% |
| Admin fee / account holder | $6,679 | $4,694+42.3% | $6,267+6.6% | $5,403+23.6% |