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 | $45,888 | $133,958-65.7% | $112,228-59.1% | $134,475-65.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -22.06% | 47.11%-69.2pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,087 | $4,038-23.5% | $3,635-15.1% | $4,740-34.9% |
| Participant deferral / active EE | $7,170 | $5,291+35.5% | $4,728+51.6% | $6,400+12.0% |
| Admin fee / account holder | $2,044 | $7,489-72.7% | $6,410-68.1% | $11,426-82.1% |