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 | $127,281 | $168,632-24.5% | $147,614-13.8% | $125,391+1.5% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -5.77% | 77.65%-83.4pp | 61.98%-67.8pp | 282.22%-288.0pp |
| Employer contribution / active EE | $5,430 | $6,252-13.2% | $5,564-2.4% | $4,866+11.6% |
| Participant deferral / active EE | $3,377 | $5,507-38.7% | $4,895-31.0% | $5,352-36.9% |
| Admin fee / account holder | $24,864 | $13,580+83.1% | $11,611+114.1% | $9,540+160.6% |