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 | $126,805 | $165,335-23.3% | $149,696-15.3% | $158,922-20.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | -1.49% | 348.15%-349.6pp | 276.60%-278.1pp | 302.83%-304.3pp |
| Employer contribution / active EE | $9,653 | $5,103+89.2% | $4,644+107.8% | $4,761+102.7% |
| Participant deferral / active EE | $10,521 | $7,181+46.5% | $6,842+53.8% | $5,982+75.9% |
| Admin fee / account holder | $1,081 | $10,807-90.0% | $9,309-88.4% | $11,246-90.4% |