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 | $133,326 | $105,860+25.9% | $90,749+46.9% | $134,475-0.9% |
| Participation rate | 95.7% | 78.2%+17.4pp | 75.7%+20.0pp | 81.2%+14.4pp |
| Annual return | -22.44% | -11.01%-11.4pp | -12.16%-10.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,240 | $5,216-18.7% | $4,564-7.1% | $6,400-33.7% |
| Admin fee / account holder | $2,953 | $13,938-78.8% | $8,445-65.0% | $11,426-74.2% |