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 | $163,428 | $95,193+71.7% | $76,523+113.6% | $135,375+20.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -10.65% | 4.85%-15.5pp | -0.27%-10.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $685 | $3,302-79.3% | $2,647-74.1% | $4,779-85.7% |
| Participant deferral / active EE | $5,599 | $4,639+20.7% | $3,835+46.0% | $5,609-0.2% |
| Admin fee / account holder | $859 | $6,249-86.3% | $4,848-82.3% | $10,827-92.1% |