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 | $141,751 | $95,971+47.7% | $74,550+90.1% | $135,375+4.7% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | -10.64% | 56.96%-67.6pp | 32.53%-43.2pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,366 | $2,716-49.7% | $1,961-30.3% | $4,779-71.4% |
| Participant deferral / active EE | $2,619 | $3,843-31.9% | $3,108-15.7% | $5,609-53.3% |
| Admin fee / account holder | $9,863 | $6,522+51.2% | $5,060+94.9% | $10,827-8.9% |