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 | $73,667 | $110,094-33.1% | $151,611-51.4% | $68,494+7.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -20.16% | -10.12%-10.0pp | 3.33%-23.5pp | -7.84%-12.3pp |
| Employer contribution / active EE | $4,614 | $4,471+3.2% | $6,166-25.2% | $2,596+77.7% |
| Participant deferral / active EE | $10,193 | $6,527+56.2% | $8,363+21.9% | $4,027+153.1% |
| Admin fee / account holder | $3,668 | $7,719-52.5% | $11,616-68.4% | $5,403-32.1% |