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 | $83,948 | $118,450-29.1% | $98,439-14.7% | $139,434-39.8% |
| Participation rate | 94.1% | 77.4%+16.7pp | 75.2%+19.0pp | 80.3%+13.8pp |
| Annual return | -7.05% | 18.94%-26.0pp | 21.16%-28.2pp | 372.94%-380.0pp |
| Employer contribution / active EE | $7,375 | $3,609+104.3% | $3,048+142.0% | $4,751+55.2% |
| Participant deferral / active EE | $1,950 | $5,392-63.8% | $4,738-58.8% | $6,710-70.9% |
| Admin fee / account holder | $8,969 | $14,026-36.1% | $8,948+0.2% | $11,403-21.3% |