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 | $81,885 | $113,935-28.1% | $94,224-13.1% | $125,391-34.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.97% | 5.29%-9.3pp | 10.68%-14.6pp | 282.22%-286.2pp |
| Employer contribution / active EE | $2,531 | $4,727-46.4% | $3,587-29.4% | $4,866-48.0% |
| Participant deferral / active EE | $4,563 | $5,179-11.9% | $4,320+5.6% | $5,352-14.7% |
| Admin fee / account holder | $1,596 | $8,391-81.0% | $6,269-74.5% | $9,540-83.3% |