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 | $83,620 | $105,859-21.0% | $90,160-7.3% | $147,584-43.3% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.4pp | 82.8%+5.4pp |
| Annual return | -3.08% | 37.63%-40.7pp | 34.88%-38.0pp | 578.55%-581.6pp |
| Employer contribution / active EE | $3,123 | $4,126-24.3% | $3,318-5.9% | $4,876-36.0% |
| Participant deferral / active EE | $5,292 | $5,733-7.7% | $5,288+0.1% | $5,439-2.7% |
| Admin fee / account holder | $2,808 | $8,046-65.1% | $5,943-52.8% | $10,885-74.2% |