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 | $91,711 | $140,588-34.8% | $123,104-25.5% | $125,391-26.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.53% | 16.80%-21.3pp | 13.22%-17.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $7,178 | $6,041+18.8% | $5,151+39.3% | $4,866+47.5% |
| Participant deferral / active EE | $4,781 | $6,980-31.5% | $6,230-23.2% | $5,352-10.7% |
| Admin fee / account holder | $725 | $11,198-93.5% | $9,015-92.0% | $9,540-92.4% |