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 5-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 | $67,020 | $65,703+2.0% | $94,224-28.9% | $59,632+12.4% |
| Participation rate | 89.3% | 72.1%+17.2pp | 78.8%+10.5pp | 68.7%+20.6pp |
| Annual return | -2.72% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,847 | $2,021+40.9% | $3,587-20.6% | $2,203+29.3% |
| Participant deferral / active EE | $6,549 | $3,143+108.4% | $4,320+51.6% | $3,192+105.2% |
| Admin fee / account holder | $439 | $4,264-89.7% | $6,269-93.0% | $4,297-89.8% |