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 | $83,419 | $95,416-12.6% | $185,823-55.1% | $85,850-2.8% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | -18.04% | 23.59%-41.6pp | 122.05%-140.1pp | 318.53%-336.6pp |
| Employer contribution / active EE | $9,155 | $3,314+176.3% | $5,167+77.2% | $2,565+256.9% |
| Participant deferral / active EE | $5,206 | $3,423+52.1% | $5,568-6.5% | $3,952+31.7% |
| Admin fee / account holder | $1,547 | $7,213-78.5% | $16,237-90.5% | $6,260-75.3% |