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 | $110,885 | $167,307-33.7% | $143,757-22.9% | $134,475-17.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -24.01% | 0.46%-24.5pp | -0.04%-24.0pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,518 | $5,619-73.0% | $4,951-69.3% | $4,740-68.0% |
| Participant deferral / active EE | $6,597 | $6,446+2.3% | $5,637+17.0% | $6,400+3.1% |
| Admin fee / account holder | $6,203 | $18,088-65.7% | $14,673-57.7% | $11,426-45.7% |