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 | $112,035 | $115,770-3.2% | $101,248+10.7% | $158,922-29.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | -2.81% | 56.14%-59.0pp | 46.47%-49.3pp | 302.83%-305.6pp |
| Employer contribution / active EE | $1,681 | $4,175-59.7% | $3,660-54.1% | $4,761-64.7% |
| Participant deferral / active EE | $5,599 | $4,957+13.0% | $4,370+28.1% | $5,982-6.4% |
| Admin fee / account holder | $1,767 | $7,245-75.6% | $5,945-70.3% | $11,246-84.3% |