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 | $214,378-61.3% | $200,582-58.7% | $142,382-41.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | -12.96% | 46.41%-59.4pp | 42.33%-55.3pp | 217.08%-230.0pp |
| Employer contribution / active EE | $4,427 | $6,841-35.3% | $6,419-31.0% | $4,299+3.0% |
| Participant deferral / active EE | $10,264 | $9,865+4.0% | $9,331+10.0% | $6,507+57.7% |
| Admin fee / account holder | $307 | $17,692-98.3% | $16,305-98.1% | $12,624-97.6% |