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 | $90,900 | $71,883+26.5% | $86,677+4.9% | $68,494+32.7% |
| Participation rate | 73.5% | 72.2%+1.3pp | 76.6%-3.0pp | 67.9%+5.6pp |
| Annual return | -22.77% | 3.52%-26.3pp | 35.91%-58.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $751 | $2,173-65.4% | $2,836-73.5% | $2,596-71.1% |
| Participant deferral / active EE | $4,089 | $3,779+8.2% | $4,656-12.2% | $4,027+1.5% |
| Admin fee / account holder | $3,101 | $6,112-49.3% | $7,493-58.6% | $5,403-42.6% |