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 | $84,841 | $82,664+2.6% | $125,339-32.3% | $68,494+23.9% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -28.91% | -5.97%-22.9pp | 572.05%-601.0pp | -7.84%-21.1pp |
| Employer contribution / active EE | $8,756 | $3,381+159.0% | $4,814+81.9% | $2,596+237.2% |
| Participant deferral / active EE | $5,973 | $6,110-2.3% | $7,446-19.8% | $4,027+48.3% |
| Admin fee / account holder | $504 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |