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 | $40,796 | $118,450-65.6% | $98,439-58.6% | $139,434-70.7% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | -8.24% | 18.94%-27.2pp | 21.16%-29.4pp | 372.94%-381.2pp |
| Employer contribution / active EE | $3,188 | $3,609-11.7% | $3,048+4.6% | $4,751-32.9% |
| Participant deferral / active EE | $6,237 | $5,392+15.7% | $4,738+31.6% | $6,710-7.0% |
| Admin fee / account holder | $1,237 | $14,026-91.2% | $8,948-86.2% | $11,403-89.2% |