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 | $94,191 | $95,862-1.7% | $79,550+18.4% | $134,475-30.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -28.96% | -2.69%-26.3pp | 0.16%-29.1pp | 417.96%-446.9pp |
| Employer contribution / active EE | $3,848 | $3,128+23.0% | $2,413+59.4% | $4,740-18.8% |
| Participant deferral / active EE | $9,860 | $4,693+110.1% | $3,985+147.4% | $6,400+54.1% |
| Admin fee / account holder | $450 | $9,126-95.1% | $6,832-93.4% | $11,426-96.1% |