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 | $93,634 | $167,484-44.1% | $151,611-38.2% | $134,475-30.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.07% | 7.80%-29.9pp | 3.33%-25.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,853 | $6,829-58.2% | $6,166-53.7% | $4,740-39.8% |
| Participant deferral / active EE | $7,961 | $8,986-11.4% | $8,363-4.8% | $6,400+24.4% |
| Admin fee / account holder | $680 | $13,783-95.1% | $11,616-94.1% | $11,426-94.0% |