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 | $201,429 | $82,286+144.8% | $68,791+192.8% | $134,475+49.8% |
| Participation rate | 94.4% | 75.1%+19.4pp | 69.0%+25.4pp | 81.2%+13.2pp |
| Annual return | -21.08% | -2.19%-18.9pp | -6.38%-14.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,188 | $3,301-3.4% | $2,655+20.1% | $4,740-32.7% |
| Participant deferral / active EE | $10,114 | $4,739+113.4% | $3,941+156.6% | $6,400+58.0% |
| Admin fee / account holder | $2,837 | $6,481-56.2% | $4,932-42.5% | $11,426-75.2% |