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 | $79,075 | $100,754-21.5% | $86,677-8.8% | $134,475-41.2% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -20.79% | 29.04%-49.8pp | 35.91%-56.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,899 | $3,489-45.6% | $2,836-33.0% | $4,740-59.9% |
| Participant deferral / active EE | $4,649 | $5,338-12.9% | $4,656-0.1% | $6,400-27.4% |
| Admin fee / account holder | $11,789 | $10,926+7.9% | $7,493+57.3% | $11,426+3.2% |