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 | $86,323 | $127,100-32.1% | $105,738-18.4% | $135,375-36.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.19% | 4.49%-13.7pp | 6.27%-15.5pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,532 | $4,107-62.7% | $3,268-53.1% | $4,779-67.9% |
| Participant deferral / active EE | $7,400 | $5,064+46.1% | $4,080+81.4% | $5,609+31.9% |
| Admin fee / account holder | $2,628 | $9,087-71.1% | $6,913-62.0% | $10,827-75.7% |