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 | $52,469 | $87,540-40.1% | $75,781-30.8% | $125,391-58.2% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -6.62% | 13.48%-20.1pp | 9.68%-16.3pp | 282.22%-288.8pp |
| Employer contribution / active EE | $1,500 | $3,930-61.8% | $3,323-54.9% | $4,866-69.2% |
| Participant deferral / active EE | $6,814 | $4,229+61.1% | $3,651+86.6% | $5,352+27.3% |
| Admin fee / account holder | $1,289 | $6,502-80.2% | $5,299-75.7% | $9,540-86.5% |