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 | $79,432 | $78,422+1.3% | $95,952-17.2% | $79,858-0.5% |
| Participation rate | 78.0% | 73.5%+4.6pp | 77.1%+1.0pp | 69.6%+8.4pp |
| Annual return | 4.46% | 19.37%-14.9pp | 91.61%-87.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,248 | $1,945-35.8% | $2,541-50.9% | $2,471-49.5% |
| Participant deferral / active EE | $3,584 | $3,440+4.2% | $4,167-14.0% | $3,740-4.2% |
| Admin fee / account holder | $13,113 | $5,622+133.2% | $6,795+93.0% | $5,306+147.1% |