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 | $217,253 | $105,860+105.2% | $90,749+139.4% | $134,475+61.6% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -22.24% | -11.01%-11.2pp | -12.16%-10.1pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,398 | $3,462-30.7% | $2,921-17.9% | $4,740-49.4% |
| Participant deferral / active EE | $2,904 | $5,216-44.3% | $4,564-36.4% | $6,400-54.6% |
| Admin fee / account holder | $39,018 | $13,938+179.9% | $8,445+362.0% | $11,426+241.5% |