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 | $96,717 | $127,386-24.1% | $115,037-15.9% | $125,391-22.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.19% | 31.28%-35.5pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $3,418 | $5,166-33.8% | $4,608-25.8% | $4,866-29.8% |
| Participant deferral / active EE | $6,397 | $6,423-0.4% | $6,026+6.1% | $5,352+19.5% |
| Admin fee / account holder | $1,000 | $9,516-89.5% | $8,175-87.8% | $9,540-89.5% |