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 | $45,085 | $113,935-60.4% | $94,224-52.2% | $125,391-64.0% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -7.53% | 5.29%-12.8pp | 10.68%-18.2pp | 282.22%-289.8pp |
| Employer contribution / active EE | $995 | $4,727-79.0% | $3,587-72.3% | $4,866-79.6% |
| Participant deferral / active EE | $4,336 | $5,179-16.3% | $4,320+0.4% | $5,352-19.0% |
| Admin fee / account holder | $360 | $8,391-95.7% | $6,269-94.3% | $9,540-96.2% |