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 | $81,902 | $64,307+27.4% | $57,343+42.8% | $125,391-34.7% |
| Participation rate | 81.8% | 78.6%+3.2pp | 75.1%+6.7pp | 83.2%-1.4pp |
| Annual return | -4.04% | 25.12%-29.2pp | 24.39%-28.4pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,422 | $3,193-24.2% | $2,689-9.9% | $4,866-50.2% |
| Participant deferral / active EE | $4,427 | $3,848+15.0% | $3,162+40.0% | $5,352-17.3% |
| Admin fee / account holder | $1,417 | $5,242-73.0% | $3,356-57.8% | $9,540-85.2% |