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 | $73,614 | $133,958-45.0% | $112,228-34.4% | $134,475-45.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.31% | 47.11%-68.4pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $13,515 | $4,038+234.7% | $3,635+271.8% | $4,740+185.1% |
| Participant deferral / active EE | $3,958 | $5,291-25.2% | $4,728-16.3% | $6,400-38.1% |
| Admin fee / account holder | $451 | $7,489-94.0% | $6,410-93.0% | $11,426-96.0% |