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 | $45,912 | $61,605-25.5% | $112,229-59.1% | $75,163-38.9% |
| Participation rate | 97.6% | 61.7%+35.9pp | 72.4%+25.1pp | 67.2%+30.4pp |
| Annual return | -4.53% | 28.47%-33.0pp | 30.20%-34.7pp | 160.62%-165.2pp |
| Employer contribution / active EE | $2,495 | $2,015+23.8% | $3,430-27.3% | $2,670-6.6% |
| Participant deferral / active EE | $2,995 | $3,108-3.7% | $4,798-37.6% | $4,125-27.4% |
| Admin fee / account holder | $2,611 | $4,862-46.3% | $7,748-66.3% | $5,651-53.8% |