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 8-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 | $180,929 | $167,484+8.0% | $151,611+19.3% | $134,475+34.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -23.70% | 7.80%-31.5pp | 3.33%-27.0pp | 417.96%-441.7pp |
| Employer contribution / active EE | $3,668 | $6,829-46.3% | $6,166-40.5% | $4,740-22.6% |
| Participant deferral / active EE | $10,876 | $8,986+21.0% | $8,363+30.0% | $6,400+69.9% |
| Admin fee / account holder | $4,384 | $13,783-68.2% | $11,616-62.3% | $11,426-61.6% |