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 | $117,773 | $100,754+16.9% | $86,677+35.9% | $134,475-12.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.21% | 29.04%-55.2pp | 35.91%-62.1pp | 417.96%-444.2pp |
| Employer contribution / active EE | $3,577 | $3,489+2.5% | $2,836+26.1% | $4,740-24.5% |
| Participant deferral / active EE | $11,465 | $5,338+114.8% | $4,656+146.3% | $6,400+79.1% |
| Admin fee / account holder | $2,267 | $10,926-79.2% | $7,493-69.7% | $11,426-80.2% |