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 | $116,727 | $90,519+29.0% | $93,789+24.5% | $134,475-13.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 81.0%+4.8pp | 81.2%+4.5pp |
| Annual return | -20.75% | -15.72%-5.0pp | -11.33%-9.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,458 | $4,343-43.4% | $4,323-43.1% | $4,740-48.1% |
| Participant deferral / active EE | $6,108 | $5,978+2.2% | $6,094+0.2% | $6,400-4.6% |
| Admin fee / account holder | $13,633 | $9,252+47.4% | $7,195+89.5% | $11,426+19.3% |