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 | $153,763 | $71,883+113.9% | $86,677+77.4% | $68,494+124.5% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -20.14% | 3.52%-23.7pp | 35.91%-56.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,111 | $2,173-48.9% | $2,836-60.8% | $2,596-57.2% |
| Participant deferral / active EE | $4,413 | $3,779+16.8% | $4,656-5.2% | $4,027+9.6% |
| Admin fee / account holder | $17,517 | $6,112+186.6% | $7,493+133.8% | $5,403+224.2% |