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 | $76,839 | $92,222-16.7% | $76,768+0.1% | $135,375-43.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -11.02% | 5.46%-16.5pp | 2.43%-13.4pp | 519.73%-530.8pp |
| Employer contribution / active EE | $15,477 | $3,216+381.3% | $2,485+522.8% | $4,779+223.9% |
| Participant deferral / active EE | $11,070 | $4,509+145.5% | $3,852+187.4% | $5,609+97.4% |
| Admin fee / account holder | $1,480 | $10,748-86.2% | $6,675-77.8% | $10,827-86.3% |