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 | $29,896 | $107,791-72.3% | $90,645-67.0% | $135,375-77.9% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -10.00% | -0.90%-9.1pp | 1.88%-11.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $5,680 | $3,018+88.2% | $2,532+124.4% | $4,779+18.9% |
| Participant deferral / active EE | $6,687 | $3,872+72.7% | $3,425+95.3% | $5,609+19.2% |
| Admin fee / account holder | $1,287 | $5,930-78.3% | $4,994-74.2% | $10,827-88.1% |