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 | $84,124 | $111,754-24.7% | $103,333-18.6% | $145,922-42.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | -17.87% | 24.77%-42.6pp | 24.88%-42.7pp | 561.29%-579.2pp |
| Employer contribution / active EE | $1,689 | $4,212-59.9% | $3,868-56.3% | $4,660-63.8% |
| Participant deferral / active EE | $4,218 | $5,619-24.9% | $5,057-16.6% | $6,688-36.9% |
| Admin fee / account holder | $10,766 | $9,750+10.4% | $8,355+28.9% | $13,397-19.6% |