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 | $130,233 | $71,883+81.2% | $86,677+50.3% | $68,494+90.1% |
| Participation rate | 78.0% | 72.2%+5.8pp | 76.6%+1.4pp | 67.9%+10.1pp |
| Annual return | -19.05% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,319 | $2,173-39.3% | $2,836-53.5% | $2,596-49.2% |
| Participant deferral / active EE | $4,327 | $3,779+14.5% | $4,656-7.1% | $4,027+7.5% |
| Admin fee / account holder | $4,522 | $6,112-26.0% | $7,493-39.6% | $5,403-16.3% |