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 | $209,873 | $167,307+25.4% | $143,757+46.0% | $134,475+56.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -24.27% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $7,727 | $5,619+37.5% | $4,951+56.1% | $4,740+63.0% |
| Participant deferral / active EE | $5,200 | $6,446-19.3% | $5,637-7.8% | $6,400-18.8% |
| Admin fee / account holder | $2,484 | $18,088-86.3% | $14,673-83.1% | $11,426-78.3% |