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 | $76,371 | $127,386-40.0% | $115,037-33.6% | $125,391-39.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -15.06% | 31.28%-46.3pp | 26.14%-41.2pp | 282.22%-297.3pp |
| Employer contribution / active EE | $3,032 | $5,166-41.3% | $4,608-34.2% | $4,866-37.7% |
| Participant deferral / active EE | $6,103 | $6,423-5.0% | $6,026+1.3% | $5,352+14.1% |
| Admin fee / account holder | $1,273 | $9,516-86.6% | $8,175-84.4% | $9,540-86.7% |