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 | $32,737 | $105,860-69.1% | $90,749-63.9% | $134,475-75.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -31.95% | -11.01%-20.9pp | -12.16%-19.8pp | 417.96%-449.9pp |
| Employer contribution / active EE | $910 | $3,462-73.7% | $2,921-68.8% | $4,740-80.8% |
| Participant deferral / active EE | $1,705 | $5,216-67.3% | $4,564-62.7% | $6,400-73.4% |
| Admin fee / account holder | $7,728 | $13,938-44.6% | $8,445-8.5% | $11,426-32.4% |