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 | $89,083 | $92,222-3.4% | $76,768+16.0% | $135,375-34.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.38% | 5.46%-14.8pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,869 | $3,216+51.4% | $2,485+95.9% | $4,779+1.9% |
| Participant deferral / active EE | $2,209 | $4,509-51.0% | $3,852-42.6% | $5,609-60.6% |
| Admin fee / account holder | $537 | $10,748-95.0% | $6,675-92.0% | $10,827-95.0% |