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 | $83,852 | $81,208+3.3% | $98,907-15.2% | $79,858+5.0% |
| Participation rate | 97.4% | 72.5%+24.9pp | 76.0%+21.3pp | 69.6%+27.7pp |
| Annual return | -10.63% | 60.99%-71.6pp | 196.43%-207.1pp | 31.71%-42.3pp |
| Employer contribution / active EE | $2,286 | $1,960+16.6% | $2,689-15.0% | $2,471-7.5% |
| Participant deferral / active EE | $2,699 | $3,265-17.3% | $4,244-36.4% | $3,740-27.8% |
| Admin fee / account holder | $4,947 | $6,013-17.7% | $6,642-25.5% | $5,306-6.8% |