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 | $53,246 | $167,307-68.2% | $143,757-63.0% | $134,475-60.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.04% | 0.46%-22.5pp | -0.04%-22.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,718 | $5,619-69.4% | $4,951-65.3% | $4,740-63.7% |
| Participant deferral / active EE | $7,238 | $6,446+12.3% | $5,637+28.4% | $6,400+13.1% |
| Admin fee / account holder | $393 | $18,088-97.8% | $14,673-97.3% | $11,426-96.6% |