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 | $35,031 | $133,958-73.8% | $112,228-68.8% | $134,475-73.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -24.36% | 47.11%-71.5pp | 27.45%-51.8pp | 417.96%-442.3pp |
| Employer contribution / active EE | $4,912 | $4,038+21.6% | $3,635+35.1% | $4,740+3.6% |
| Participant deferral / active EE | $1,554 | $5,291-70.6% | $4,728-67.1% | $6,400-75.7% |
| Admin fee / account holder | $2,986 | $7,489-60.1% | $6,410-53.4% | $11,426-73.9% |