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 | $164,999 | $167,307-1.4% | $143,757+14.8% | $134,475+22.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -33.56% | 0.46%-34.0pp | -0.04%-33.5pp | 417.96%-451.5pp |
| Employer contribution / active EE | $1,931 | $5,619-65.6% | $4,951-61.0% | $4,740-59.3% |
| Participant deferral / active EE | $6,765 | $6,446+5.0% | $5,637+20.0% | $6,400+5.7% |
| Admin fee / account holder | $897 | $18,088-95.0% | $14,673-93.9% | $11,426-92.2% |