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 | $74,233 | $87,540-15.2% | $75,781-2.0% | $125,391-40.8% |
| Participation rate | 77.3% | 80.2%-2.9pp | 75.8%+1.5pp | 83.2%-5.9pp |
| Annual return | -4.53% | 13.48%-18.0pp | 9.68%-14.2pp | 282.22%-286.8pp |
| Employer contribution / active EE | $7,196 | $3,930+83.1% | $3,323+116.5% | $4,866+47.9% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,157 | $6,502-82.2% | $5,299-78.2% | $9,540-87.9% |