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 | $116,178 | $81,900+41.9% | $119,609-2.9% | $68,494+69.6% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | -23.93% | -23.82%-0.1pp | -14.97%-9.0pp | -7.84%-16.1pp |
| Employer contribution / active EE | $2,445 | $2,693-9.2% | $4,232-42.2% | $2,596-5.8% |
| Participant deferral / active EE | $5,935 | $4,148+43.1% | $5,602+5.9% | $4,027+47.4% |
| Admin fee / account holder | $320 | $6,582-95.1% | $10,323-96.9% | $5,403-94.1% |