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 6-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 | $94,314 | $109,881-14.2% | $150,045-37.1% | $84,808+11.2% |
| Participation rate | 74.2% | 76.1%-1.9pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | -24.80% | 28.25%-53.0pp | 62.55%-87.3pp | 40.90%-65.7pp |
| Employer contribution / active EE | $6,109 | $3,561+71.5% | $4,693+30.2% | $2,631+132.2% |
| Participant deferral / active EE | $6,441 | $6,636-2.9% | $7,997-19.5% | $4,212+52.9% |
| Admin fee / account holder | $5,796 | $8,568-32.4% | $13,435-56.9% | $7,344-21.1% |