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 | $219,149 | $142,344+54.0% | $119,609+83.2% | $134,475+63.0% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -21.83% | -12.44%-9.4pp | -14.97%-6.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,805 | $5,222-46.3% | $4,232-33.7% | $4,740-40.8% |
| Participant deferral / active EE | $9,349 | $6,469+44.5% | $5,602+66.9% | $6,400+46.1% |
| Admin fee / account holder | $25,899 | $13,584+90.7% | $10,323+150.9% | $11,426+126.7% |