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 | $78,645 | $142,344-44.8% | $119,609-34.2% | $134,475-41.5% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -20.12% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,100 | $5,222-21.5% | $4,232-3.1% | $4,740-13.5% |
| Participant deferral / active EE | $9,036 | $6,469+39.7% | $5,602+61.3% | $6,400+41.2% |
| Admin fee / account holder | $10,821 | $13,584-20.3% | $10,323+4.8% | $11,426-5.3% |