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 | $109,660 | $140,940-22.2% | $112,229-2.3% | $139,434-21.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -5.81% | 32.71%-38.5pp | 30.20%-36.0pp | 372.94%-378.7pp |
| Employer contribution / active EE | $4,482 | $4,283+4.6% | $3,430+30.7% | $4,751-5.7% |
| Participant deferral / active EE | $5,667 | $5,874-3.5% | $4,798+18.1% | $6,710-15.5% |
| Admin fee / account holder | $42,961 | $9,954+331.6% | $7,748+454.4% | $11,403+276.8% |