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 | $42,957 | $159,602-73.1% | $150,045-71.4% | $142,382-69.8% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.3%-8.4pp | 80.1%-6.2pp |
| Annual return | -5.12% | 70.24%-75.4pp | 62.55%-67.7pp | 217.08%-222.2pp |
| Employer contribution / active EE | $7,082 | $4,961+42.8% | $4,693+50.9% | $4,299+64.7% |
| Participant deferral / active EE | $3,460 | $8,310-58.4% | $7,997-56.7% | $6,507-46.8% |
| Admin fee / account holder | $343 | $14,846-97.7% | $13,435-97.4% | $12,624-97.3% |