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 | $94,972 | $106,515-10.8% | $96,683-1.8% | $139,434-31.9% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | -11.55% | 38.43%-50.0pp | 35.69%-47.2pp | 372.94%-384.5pp |
| Employer contribution / active EE | $2,063 | $4,103-49.7% | $3,737-44.8% | $4,751-56.6% |
| Participant deferral / active EE | $4,721 | $5,454-13.4% | $4,878-3.2% | $6,710-29.6% |
| Admin fee / account holder | $5,256 | $7,877-33.3% | $6,730-21.9% | $11,403-53.9% |