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 | $138,975 | $142,344-2.4% | $119,609+16.2% | $134,475+3.3% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | -20.45% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,910 | $5,222-63.4% | $4,232-54.9% | $4,740-59.7% |
| Participant deferral / active EE | $4,967 | $6,469-23.2% | $5,602-11.3% | $6,400-22.4% |
| Admin fee / account holder | $2,138 | $13,584-84.3% | $10,323-79.3% | $11,426-81.3% |