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 | $75,714 | $167,484-54.8% | $151,611-50.1% | $134,475-43.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.62% | 7.80%-42.4pp | 3.33%-38.0pp | 417.96%-452.6pp |
| Employer contribution / active EE | $3,159 | $6,829-53.7% | $6,166-48.8% | $4,740-33.3% |
| Participant deferral / active EE | $9,696 | $8,986+7.9% | $8,363+15.9% | $6,400+51.5% |
| Admin fee / account holder | $17,017 | $13,783+23.5% | $11,616+46.5% | $11,426+48.9% |