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 | $124,741 | $82,286+51.6% | $68,791+81.3% | $134,475-7.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.80% | -2.19%-18.6pp | -6.38%-14.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,962 | $3,301+20.0% | $2,655+49.2% | $4,740-16.4% |
| Participant deferral / active EE | $5,808 | $4,739+22.6% | $3,941+47.4% | $6,400-9.2% |
| Admin fee / account holder | $4,992 | $6,481-23.0% | $4,932+1.2% | $11,426-56.3% |