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 | $56,420 | $167,307-66.3% | $143,757-60.8% | $134,475-58.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -26.55% | 0.46%-27.0pp | -0.04%-26.5pp | 417.96%-444.5pp |
| Employer contribution / active EE | $6,193 | $5,619+10.2% | $4,951+25.1% | $4,740+30.7% |
| Participant deferral / active EE | $6,858 | $6,446+6.4% | $5,637+21.7% | $6,400+7.2% |
| Admin fee / account holder | $2,718 | $18,088-85.0% | $14,673-81.5% | $11,426-76.2% |