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 | $113,865 | $87,540+30.1% | $75,781+50.3% | $125,391-9.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.97% | 13.48%-17.5pp | 9.68%-13.7pp | 282.22%-286.2pp |
| Employer contribution / active EE | $5,672 | $3,930+44.3% | $3,323+70.7% | $4,866+16.6% |
| Participant deferral / active EE | $3,779 | $4,229-10.6% | $3,651+3.5% | $5,352-29.4% |
| Admin fee / account holder | $6,743 | $6,502+3.7% | $5,299+27.2% | $9,540-29.3% |