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 | $121,244 | $167,307-27.5% | $143,757-15.7% | $134,475-9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.56% | 0.46%-22.0pp | -0.04%-21.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $4,029 | $5,619-28.3% | $4,951-18.6% | $4,740-15.0% |
| Participant deferral / active EE | $5,347 | $6,446-17.0% | $5,637-5.1% | $6,400-16.5% |
| Admin fee / account holder | $5,175 | $18,088-71.4% | $14,673-64.7% | $11,426-54.7% |