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 | $59,856 | $52,836+13.3% | $105,738-43.4% | $64,186-6.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -10.22% | 14.30%-24.5pp | 6.27%-16.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,603 | $1,827+42.5% | $3,268-20.4% | $2,381+9.3% |
| Participant deferral / active EE | $5,065 | $2,545+99.0% | $4,080+24.1% | $3,470+46.0% |
| Admin fee / account holder | $445 | $3,959-88.8% | $6,913-93.6% | $4,888-90.9% |