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 | $73,246 | $175,600-58.3% | $129,110-43.3% | $134,475-45.5% |
| Participation rate | 76.5% | 81.6%-5.1pp | 77.3%-0.8pp | 81.2%-4.8pp |
| Annual return | -19.77% | -11.39%-8.4pp | -10.94%-8.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,570 | $6,355-59.6% | $5,052-49.1% | $4,740-45.8% |
| Participant deferral / active EE | $7,222 | $7,975-9.4% | $6,542+10.4% | $6,400+12.9% |
| Admin fee / account holder | $7,642 | $23,567-67.6% | $14,302-46.6% | $11,426-33.1% |