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 | $86,354 | $127,386-32.2% | $115,037-24.9% | $125,391-31.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.90% | 31.28%-42.2pp | 26.14%-37.0pp | 282.22%-293.1pp |
| Employer contribution / active EE | $1,989 | $5,166-61.5% | $4,608-56.8% | $4,866-59.1% |
| Participant deferral / active EE | $9,744 | $6,423+51.7% | $6,026+61.7% | $5,352+82.1% |
| Admin fee / account holder | $1,322 | $9,516-86.1% | $8,175-83.8% | $9,540-86.1% |