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 | $36,218 | $110,094-67.1% | $151,611-76.1% | $68,494-47.1% |
| Participation rate | 84.7% | 84.0%+0.8pp | 87.5%-2.7pp | 67.9%+16.9pp |
| Annual return | -19.65% | -10.12%-9.5pp | 3.33%-23.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,517 | $4,471-21.3% | $6,166-43.0% | $2,596+35.5% |
| Participant deferral / active EE | $5,385 | $6,527-17.5% | $8,363-35.6% | $4,027+33.7% |
| Admin fee / account holder | $4,388 | $7,719-43.2% | $11,616-62.2% | $5,403-18.8% |