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 | $55,877 | $82,664-32.4% | $125,339-55.4% | $68,494-18.4% |
| Participation rate | 71.0% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,587 | $3,381-23.5% | $4,814-46.3% | $2,596-0.4% |
| Participant deferral / active EE | $6,317 | $6,110+3.4% | $7,446-15.2% | $4,027+56.9% |
| Admin fee / account holder | $2,917 | $6,275-53.5% | $10,010-70.9% | $5,403-46.0% |