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 | $91,022 | $71,883+26.6% | $86,677+5.0% | $68,494+32.9% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -20.91% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,630 | $2,173+21.0% | $2,836-7.3% | $2,596+1.3% |
| Participant deferral / active EE | $5,829 | $3,779+54.3% | $4,656+25.2% | $4,027+44.7% |
| Admin fee / account holder | $3,645 | $6,112-40.4% | $7,493-51.4% | $5,403-32.5% |