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 | $125,933 | $167,484-24.8% | $151,611-16.9% | $134,475-6.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -24.12% | 7.80%-31.9pp | 3.33%-27.4pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,491 | $6,829-63.5% | $6,166-59.6% | $4,740-47.4% |
| Participant deferral / active EE | $9,047 | $8,986+0.7% | $8,363+8.2% | $6,400+41.4% |
| Admin fee / account holder | $1,202 | $13,783-91.3% | $11,616-89.7% | $11,426-89.5% |