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 | $107,966 | $98,750+9.3% | $149,696-27.9% | $79,858+35.2% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | -5.49% | 27.43%-32.9pp | 276.60%-282.1pp | 31.71%-37.2pp |
| Employer contribution / active EE | $1,734 | $3,216-46.1% | $4,644-62.7% | $2,471-29.8% |
| Participant deferral / active EE | $4,523 | $5,680-20.4% | $6,842-33.9% | $3,740+20.9% |
| Admin fee / account holder | $3,091 | $6,053-48.9% | $9,309-66.8% | $5,306-41.7% |