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 | $124,059 | $167,484-25.9% | $151,611-18.2% | $134,475-7.7% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -25.85% | 7.80%-33.6pp | 3.33%-29.2pp | 417.96%-443.8pp |
| Employer contribution / active EE | $3,305 | $6,829-51.6% | $6,166-46.4% | $4,740-30.3% |
| Participant deferral / active EE | $8,160 | $8,986-9.2% | $8,363-2.4% | $6,400+27.5% |
| Admin fee / account holder | $5,938 | $13,783-56.9% | $11,616-48.9% | $11,426-48.0% |