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 | $151,194 | $167,307-9.6% | $143,757+5.2% | $134,475+12.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -25.15% | 0.46%-25.6pp | -0.04%-25.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $2,542 | $5,619-54.8% | $4,951-48.7% | $4,740-46.4% |
| Participant deferral / active EE | $6,921 | $6,446+7.4% | $5,637+22.8% | $6,400+8.2% |
| Admin fee / account holder | $3,394 | $18,088-81.2% | $14,673-76.9% | $11,426-70.3% |