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 | $90,109 | $61,605+46.3% | $112,229-19.7% | $75,163+19.9% |
| Participation rate | 71.1% | 61.7%+9.4pp | 72.4%-1.3pp | 67.2%+3.9pp |
| Annual return | -7.72% | 28.47%-36.2pp | 30.20%-37.9pp | 160.62%-168.3pp |
| Employer contribution / active EE | $3,968 | $2,015+96.9% | $3,430+15.7% | $2,670+48.6% |
| Participant deferral / active EE | $5,600 | $3,108+80.2% | $4,798+16.7% | $4,125+35.8% |
| Admin fee / account holder | $1,864 | $4,862-61.7% | $7,748-75.9% | $5,651-67.0% |