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 | $69,707 | $162,781-57.2% | $133,956-48.0% | $158,922-56.1% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | -9.83% | 41.94%-51.8pp | 45.09%-54.9pp | 302.83%-312.7pp |
| Employer contribution / active EE | $1,993 | $4,975-59.9% | $3,919-49.1% | $4,761-58.1% |
| Participant deferral / active EE | $6,160 | $5,911+4.2% | $5,048+22.0% | $5,982+3.0% |
| Admin fee / account holder | $380 | $11,736-96.8% | $8,927-95.7% | $11,246-96.6% |