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 | $187,954 | $162,781+15.5% | $133,956+40.3% | $158,922+18.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -3.16% | 41.94%-45.1pp | 45.09%-48.3pp | 302.83%-306.0pp |
| Employer contribution / active EE | $2,518 | $4,975-49.4% | $3,919-35.7% | $4,761-47.1% |
| Participant deferral / active EE | $7,311 | $5,911+23.7% | $5,048+44.8% | $5,982+22.2% |
| Admin fee / account holder | $651 | $11,736-94.5% | $8,927-92.7% | $11,246-94.2% |