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 | $84,374 | $110,094-23.4% | $151,611-44.3% | $68,494+23.2% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | -22.01% | -10.12%-11.9pp | 3.33%-25.3pp | -7.84%-14.2pp |
| Employer contribution / active EE | $5,755 | $4,471+28.7% | $6,166-6.7% | $2,596+121.7% |
| Participant deferral / active EE | $11,725 | $6,527+79.6% | $8,363+40.2% | $4,027+191.1% |
| Admin fee / account holder | $4,979 | $7,719-35.5% | $11,616-57.1% | $5,403-7.8% |