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 | $201,400 | $162,781+23.7% | $133,956+50.3% | $158,922+26.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | -3.72% | 41.94%-45.7pp | 45.09%-48.8pp | 302.83%-306.5pp |
| Employer contribution / active EE | $3,524 | $4,975-29.2% | $3,919-10.1% | $4,761-26.0% |
| Participant deferral / active EE | $10,134 | $5,911+71.4% | $5,048+100.8% | $5,982+69.4% |
| Admin fee / account holder | $1,504 | $11,736-87.2% | $8,927-83.2% | $11,246-86.6% |