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 | $71,550 | $127,386-43.8% | $115,037-37.8% | $125,391-42.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -27.03% | 31.28%-58.3pp | 26.14%-53.2pp | 282.22%-309.3pp |
| Employer contribution / active EE | $15,646 | $5,166+202.9% | $4,608+239.6% | $4,866+221.5% |
| Participant deferral / active EE | $13,600 | $6,423+111.7% | $6,026+125.7% | $5,352+154.1% |
| Admin fee / account holder | $1,043 | $9,516-89.0% | $8,175-87.2% | $9,540-89.1% |