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 | $87,025 | $167,307-48.0% | $143,757-39.5% | $134,475-35.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -29.01% | 0.46%-29.5pp | -0.04%-29.0pp | 417.96%-447.0pp |
| Employer contribution / active EE | $2,979 | $5,619-47.0% | $4,951-39.8% | $4,740-37.2% |
| Participant deferral / active EE | $5,237 | $6,446-18.8% | $5,637-7.1% | $6,400-18.2% |
| Admin fee / account holder | $1,139 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |