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 | $48,138 | $197,825-75.7% | $155,790-69.1% | $125,391-61.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | -5.98% | 86.74%-92.7pp | 71.54%-77.5pp | 282.22%-288.2pp |
| Employer contribution / active EE | $6,951 | $4,847+43.4% | $3,836+81.2% | $4,866+42.9% |
| Participant deferral / active EE | $5,991 | $5,630+6.4% | $4,797+24.9% | $5,352+12.0% |
| Admin fee / account holder | $2,661 | $9,545-72.1% | $7,478-64.4% | $9,540-72.1% |