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 | $91,662 | $82,664+10.9% | $125,339-26.9% | $68,494+33.8% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -19.82% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,786 | $3,381+12.0% | $4,814-21.3% | $2,596+45.8% |
| Participant deferral / active EE | $7,331 | $6,110+20.0% | $7,446-1.5% | $4,027+82.0% |
| Admin fee / account holder | $1,020 | $6,275-83.8% | $10,010-89.8% | $5,403-81.1% |