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 | $66,120 | $99,079-33.3% | $77,999-15.2% | $273,961-75.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | -3.96% | 217.93%-221.9pp | 425.96%-429.9pp | 41.45%-45.4pp |
| Employer contribution / active EE | $2,776 | $3,308-16.1% | $2,470+12.4% | $4,869-43.0% |
| Participant deferral / active EE | $4,242 | $4,306-1.5% | $3,497+21.3% | $5,287-19.8% |
| Admin fee / account holder | $1,218 | $8,954-86.4% | $5,480-77.8% | $10,132-88.0% |