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 | $57,381 | $73,933-22.4% | $96,683-40.7% | $75,163-23.7% |
| Participation rate | 75.9% | 66.4%+9.4pp | 74.3%+1.5pp | 67.2%+8.7pp |
| Annual return | -7.65% | 26.70%-34.4pp | 35.69%-43.3pp | 160.62%-168.3pp |
| Employer contribution / active EE | $2,162 | $2,928-26.1% | $3,737-42.1% | $2,670-19.0% |
| Participant deferral / active EE | $2,958 | $3,659-19.2% | $4,878-39.4% | $4,125-28.3% |
| Admin fee / account holder | $1,562 | $5,216-70.1% | $6,730-76.8% | $5,651-72.4% |