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 | $89,026 | $87,540+1.7% | $75,781+17.5% | $125,391-29.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -13.32% | 13.48%-26.8pp | 9.68%-23.0pp | 282.22%-295.5pp |
| Employer contribution / active EE | $1,899 | $3,930-51.7% | $3,323-42.8% | $4,866-61.0% |
| Participant deferral / active EE | $2,207 | $4,229-47.8% | $3,651-39.6% | $5,352-58.8% |
| Admin fee / account holder | $3,818 | $6,502-41.3% | $5,299-28.0% | $9,540-60.0% |