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 | $69,783 | $127,386-45.2% | $115,037-39.3% | $125,391-44.3% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -4.44% | 31.28%-35.7pp | 26.14%-30.6pp | 282.22%-286.7pp |
| Employer contribution / active EE | $3,237 | $5,166-37.3% | $4,608-29.7% | $4,866-33.5% |
| Participant deferral / active EE | $7,134 | $6,423+11.1% | $6,026+18.4% | $5,352+33.3% |
| Admin fee / account holder | $21,004 | $9,516+120.7% | $8,175+156.9% | $9,540+120.2% |