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 | $88,867 | $142,344-37.6% | $119,609-25.7% | $134,475-33.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -21.31% | -12.44%-8.9pp | -14.97%-6.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $10,664 | $5,222+104.2% | $4,232+152.0% | $4,740+125.0% |
| Participant deferral / active EE | $6,798 | $6,469+5.1% | $5,602+21.3% | $6,400+6.2% |
| Admin fee / account holder | $1,885 | $13,584-86.1% | $10,323-81.7% | $11,426-83.5% |