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 | $58,709 | $92,222-36.3% | $76,768-23.5% | $135,375-56.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.61% | 5.46%-15.1pp | 2.43%-12.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,233 | $3,216-61.7% | $2,485-50.4% | $4,779-74.2% |
| Participant deferral / active EE | $4,911 | $4,509+8.9% | $3,852+27.5% | $5,609-12.4% |
| Admin fee / account holder | $1,784 | $10,748-83.4% | $6,675-73.3% | $10,827-83.5% |