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 | $94,942 | $77,813+22.0% | $123,544-23.2% | $64,186+47.9% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.1pp |
| Annual return | -10.17% | 12.48%-22.7pp | 119.20%-129.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,126 | $3,014-29.5% | $4,628-54.1% | $2,381-10.7% |
| Participant deferral / active EE | $5,997 | $5,240+14.4% | $6,426-6.7% | $3,470+72.8% |
| Admin fee / account holder | $3,587 | $5,519-35.0% | $9,284-61.4% | $4,888-26.6% |