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 | $87,041 | $113,935-23.6% | $94,224-7.6% | $125,391-30.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.56% | 5.29%-10.8pp | 10.68%-16.2pp | 282.22%-287.8pp |
| Employer contribution / active EE | $1,808 | $4,727-61.7% | $3,587-49.6% | $4,866-62.8% |
| Participant deferral / active EE | $1,927 | $5,179-62.8% | $4,320-55.4% | $5,352-64.0% |
| Admin fee / account holder | $832 | $8,391-90.1% | $6,269-86.7% | $9,540-91.3% |