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 | $75,512 | $81,900-7.8% | $119,609-36.9% | $68,494+10.2% |
| Participation rate | 89.5% | 71.9%+17.6pp | 79.3%+10.2pp | 67.9%+21.6pp |
| Annual return | -19.52% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,149 | $2,693+16.9% | $4,232-25.6% | $2,596+21.3% |
| Participant deferral / active EE | $7,128 | $4,148+71.8% | $5,602+27.2% | $4,027+77.0% |
| Admin fee / account holder | $6,244 | $6,582-5.1% | $10,323-39.5% | $5,403+15.6% |