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 | $85,575 | $97,125-11.9% | $86,233-0.8% | $137,256-37.7% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.0%+7.5pp | 80.0%-3.5pp |
| Annual return | -18.11% | 74.19%-92.3pp | 61.39%-79.5pp | 220.34%-238.4pp |
| Employer contribution / active EE | $2,644 | $2,841-7.0% | $2,504+5.6% | $4,156-36.4% |
| Participant deferral / active EE | $6,607 | $5,180+27.6% | $4,559+44.9% | $6,407+3.1% |
| Admin fee / account holder | $6,742 | $9,725-30.7% | $8,342-19.2% | $12,270-45.1% |