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 | $140,946 | $59,805+135.7% | $79,550+77.2% | $68,494+105.8% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | -21.60% | -12.30%-9.3pp | 0.16%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,552 | $1,505+3.1% | $2,413-35.7% | $2,596-40.2% |
| Participant deferral / active EE | $5,194 | $3,024+71.7% | $3,985+30.3% | $4,027+29.0% |
| Admin fee / account holder | $1,995 | $4,835-58.7% | $6,832-70.8% | $5,403-63.1% |