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 | $82,018 | $59,805+37.1% | $79,550+3.1% | $68,494+19.7% |
| Participation rate | 79.1% | 61.1%+18.0pp | 69.5%+9.6pp | 67.9%+11.2pp |
| Annual return | -20.75% | -12.30%-8.4pp | 0.16%-20.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $4,243 | $1,505+181.9% | $2,413+75.8% | $2,596+63.4% |
| Participant deferral / active EE | $8,262 | $3,024+173.2% | $3,985+107.3% | $4,027+105.2% |
| Admin fee / account holder | $7,007 | $4,835+44.9% | $6,832+2.6% | $5,403+29.7% |