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 | $21,056 | $57,354-63.3% | $83,848-74.9% | $64,186-67.2% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | -12.64% | 11.38%-24.0pp | 850.88%-863.5pp | 7.63%-20.3pp |
| Employer contribution / active EE | $4,280 | $2,545+68.2% | $3,631+17.9% | $2,381+79.8% |
| Participant deferral / active EE | $2,460 | $2,993-17.8% | $4,082-39.7% | $3,470-29.1% |
| Admin fee / account holder | $442 | $4,046-89.1% | $5,478-91.9% | $4,888-91.0% |