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 | $73,998 | $167,484-55.8% | $151,611-51.2% | $134,475-45.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -23.73% | 7.80%-31.5pp | 3.33%-27.1pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,777 | $6,829-74.0% | $6,166-71.2% | $4,740-62.5% |
| Participant deferral / active EE | $6,868 | $8,986-23.6% | $8,363-17.9% | $6,400+7.3% |
| Admin fee / account holder | $1,868 | $13,783-86.4% | $11,616-83.9% | $11,426-83.6% |