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 | $72,771 | $59,107+23.1% | $86,436-15.8% | $68,494+6.2% |
| Participation rate | 78.6% | 75.2%+3.3pp | 80.3%-1.8pp | 67.9%+10.7pp |
| Annual return | -19.51% | -0.23%-19.3pp | 4394.89%-4414.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,127 | $2,519-55.3% | $3,769-70.1% | $2,596-56.6% |
| Participant deferral / active EE | $5,367 | $5,901-9.1% | $6,952-22.8% | $4,027+33.3% |
| Admin fee / account holder | $5,509 | $5,637-2.3% | $6,731-18.2% | $5,403+2.0% |