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 | $127,188 | $162,781-21.9% | $133,956-5.1% | $158,922-20.0% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | -7.91% | 41.94%-49.9pp | 45.09%-53.0pp | 302.83%-310.7pp |
| Employer contribution / active EE | $4,258 | $4,975-14.4% | $3,919+8.7% | $4,761-10.6% |
| Participant deferral / active EE | $5,839 | $5,911-1.2% | $5,048+15.7% | $5,982-2.4% |
| Admin fee / account holder | $3,232 | $11,736-72.5% | $8,927-63.8% | $11,246-71.3% |