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 | $57,830 | $103,376-44.1% | $87,100-33.6% | $152,861-62.2% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | -2.68% | 28.10%-30.8pp | 28.19%-30.9pp | 345.32%-348.0pp |
| Employer contribution / active EE | $1,179 | $3,220-63.4% | $2,521-53.3% | $4,762-75.3% |
| Participant deferral / active EE | $2,384 | $4,778-50.1% | $4,049-41.1% | $5,850-59.2% |
| Admin fee / account holder | $1,141 | $12,205-90.7% | $7,497-84.8% | $11,596-90.2% |