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 | $67,303 | $123,793-45.6% | $177,821-62.2% | $79,858-15.7% |
| Participation rate | 82.4% | 84.7%-2.3pp | 87.7%-5.4pp | 69.6%+12.7pp |
| Annual return | -67.32% | 22.82%-90.1pp | 48.32%-115.6pp | 31.71%-99.0pp |
| Employer contribution / active EE | $3,066 | $4,095-25.1% | $5,918-48.2% | $2,471+24.1% |
| Participant deferral / active EE | $12,752 | $5,956+114.1% | $7,714+65.3% | $3,740+241.0% |
| Admin fee / account holder | $8,993 | $7,243+24.2% | $12,427-27.6% | $5,306+69.5% |