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 | $95,150 | $82,286+15.6% | $68,791+38.3% | $134,475-29.2% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -22.99% | -2.19%-20.8pp | -6.38%-16.6pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,761 | $3,301-16.3% | $2,655+4.0% | $4,740-41.7% |
| Participant deferral / active EE | $4,583 | $4,739-3.3% | $3,941+16.3% | $6,400-28.4% |
| Admin fee / account holder | $26,475 | $6,481+308.5% | $4,932+436.8% | $11,426+131.7% |