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 | $81,900 | $92,222-11.2% | $76,768+6.7% | $135,375-39.5% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -9.05% | 5.46%-14.5pp | 2.43%-11.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $6,693 | $3,216+108.1% | $2,485+169.3% | $4,779+40.0% |
| Participant deferral / active EE | $12,519 | $4,509+177.7% | $3,852+225.0% | $5,609+123.2% |
| Admin fee / account holder | $1,045 | $10,748-90.3% | $6,675-84.3% | $10,827-90.3% |