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 | $75,206 | $69,010+9.0% | $159,960-53.0% | $68,494+9.8% |
| Participation rate | 76.6% | 65.4%+11.2pp | 78.0%-1.4pp | 67.9%+8.7pp |
| Annual return | -19.49% | -9.65%-9.8pp | 408.60%-428.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,248 | $2,213+1.6% | $4,226-46.8% | $2,596-13.4% |
| Participant deferral / active EE | $6,249 | $4,212+48.4% | $6,182+1.1% | $4,027+55.2% |
| Admin fee / account holder | $9,205 | $4,798+91.9% | $8,698+5.8% | $5,403+70.4% |