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 | $70,362 | $167,484-58.0% | $151,611-53.6% | $134,475-47.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.81% | 7.80%-30.6pp | 3.33%-26.1pp | 417.96%-440.8pp |
| Employer contribution / active EE | $3,833 | $6,829-43.9% | $6,166-37.8% | $4,740-19.1% |
| Participant deferral / active EE | $12,544 | $8,986+39.6% | $8,363+50.0% | $6,400+96.0% |
| Admin fee / account holder | $5,413 | $13,783-60.7% | $11,616-53.4% | $11,426-52.6% |