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 | $98,354 | $95,193+3.3% | $76,523+28.5% | $135,375-27.3% |
| Participation rate | 76.9% | 74.4%+2.5pp | 68.0%+8.9pp | 82.6%-5.7pp |
| Annual return | -14.05% | 4.85%-18.9pp | -0.27%-13.8pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,720 | $3,302-47.9% | $2,647-35.0% | $4,779-64.0% |
| Participant deferral / active EE | $5,994 | $4,639+29.2% | $3,835+56.3% | $5,609+6.9% |
| Admin fee / account holder | $1,306 | $6,249-79.1% | $4,848-73.1% | $10,827-87.9% |