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 | $71,126 | $175,600-59.5% | $129,110-44.9% | $134,475-47.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -20.10% | -11.39%-8.7pp | -10.94%-9.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,257 | $6,355-64.5% | $5,052-55.3% | $4,740-52.4% |
| Participant deferral / active EE | $5,003 | $7,975-37.3% | $6,542-23.5% | $6,400-21.8% |
| Admin fee / account holder | $1,622 | $23,567-93.1% | $14,302-88.7% | $11,426-85.8% |