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 | $53,890 | $81,900-34.2% | $119,609-54.9% | $68,494-21.3% |
| Participation rate | 72.9% | 71.9%+1.0pp | 79.3%-6.3pp | 67.9%+5.0pp |
| Annual return | -20.70% | -23.82%+3.1pp | -14.97%-5.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,725 | $2,693-35.9% | $4,232-59.2% | $2,596-33.5% |
| Participant deferral / active EE | $3,243 | $4,148-21.8% | $5,602-42.1% | $4,027-19.5% |
| Admin fee / account holder | $595 | $6,582-91.0% | $10,323-94.2% | $5,403-89.0% |