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 | $83,054 | $167,484-50.4% | $151,611-45.2% | $134,475-38.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.83% | 7.80%-31.6pp | 3.33%-27.2pp | 417.96%-441.8pp |
| Employer contribution / active EE | $15,426 | $6,829+125.9% | $6,166+150.2% | $4,740+225.5% |
| Participant deferral / active EE | $7,872 | $8,986-12.4% | $8,363-5.9% | $6,400+23.0% |
| Admin fee / account holder | $2,224 | $13,783-83.9% | $11,616-80.9% | $11,426-80.5% |