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 | $85,664 | $127,386-32.8% | $115,037-25.5% | $125,391-31.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -6.21% | 31.28%-37.5pp | 26.14%-32.4pp | 282.22%-288.4pp |
| Employer contribution / active EE | $2,571 | $5,166-50.2% | $4,608-44.2% | $4,866-47.2% |
| Participant deferral / active EE | $6,720 | $6,423+4.6% | $6,026+11.5% | $5,352+25.6% |
| Admin fee / account holder | $37,498 | $9,516+294.0% | $8,175+358.7% | $9,540+293.0% |