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 | $89,737 | $95,971-6.5% | $74,550+20.4% | $135,375-33.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -10.89% | 56.96%-67.9pp | 32.53%-43.4pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,618 | $2,716-40.4% | $1,961-17.5% | $4,779-66.1% |
| Participant deferral / active EE | $4,829 | $3,843+25.6% | $3,108+55.4% | $5,609-13.9% |
| Admin fee / account holder | $411 | $6,522-93.7% | $5,060-91.9% | $10,827-96.2% |