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 | $65,174 | $165,335-60.6% | $149,696-56.5% | $158,922-59.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -0.09% | 348.15%-348.2pp | 276.60%-276.7pp | 302.83%-302.9pp |
| Employer contribution / active EE | $3,030 | $5,103-40.6% | $4,644-34.8% | $4,761-36.4% |
| Participant deferral / active EE | $11,015 | $7,181+53.4% | $6,842+61.0% | $5,982+84.1% |
| Admin fee / account holder | $2,608 | $10,807-75.9% | $9,309-72.0% | $11,246-76.8% |