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 | $58,525 | $127,386-54.1% | $115,037-49.1% | $125,391-53.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.40% | 31.28%-35.7pp | 26.14%-30.5pp | 282.22%-286.6pp |
| Employer contribution / active EE | $5,179 | $5,166+0.3% | $4,608+12.4% | $4,866+6.4% |
| Participant deferral / active EE | $12,120 | $6,423+88.7% | $6,026+101.1% | $5,352+126.5% |
| Admin fee / account holder | $564 | $9,516-94.1% | $8,175-93.1% | $9,540-94.1% |