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 | $82,879 | $209,336-60.4% | $197,124-58.0% | $137,256-39.6% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | -12.96% | 48.09%-61.0pp | 44.34%-57.3pp | 220.34%-233.3pp |
| Employer contribution / active EE | $4,427 | $6,591-32.8% | $6,227-28.9% | $4,156+6.5% |
| Participant deferral / active EE | $10,264 | $9,614+6.8% | $9,135+12.4% | $6,407+60.2% |
| Admin fee / account holder | $307 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |