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 | $109,304 | $110,261-0.9% | $95,745+14.2% | $139,434-21.6% |
| Participation rate | 76.9% | 75.8%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | -8.68% | 27.11%-35.8pp | 28.35%-37.0pp | 372.94%-381.6pp |
| Employer contribution / active EE | $974 | $3,257-70.1% | $2,835-65.6% | $4,751-79.5% |
| Participant deferral / active EE | $2,048 | $4,676-56.2% | $4,245-51.8% | $6,710-69.5% |
| Admin fee / account holder | $839 | $6,613-87.3% | $5,678-85.2% | $11,403-92.6% |