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 7-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 | $93,290 | $83,477+11.8% | $125,175-25.5% | $72,985+27.8% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.7pp | 69.5%+27.9pp |
| Annual return | -44.56% | 25.78%-70.3pp | 43.79%-88.4pp | 81.00%-125.6pp |
| Employer contribution / active EE | $1,009 | $2,345-57.0% | $3,865-73.9% | $2,440-58.7% |
| Participant deferral / active EE | $4,732 | $3,585+32.0% | $4,937-4.2% | $3,607+31.2% |
| Admin fee / account holder | $4,171 | $5,517-24.4% | $9,702-57.0% | $5,124-18.6% |