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 | $15,385 | $93,071-83.5% | $74,583-79.4% | $273,961-94.4% |
| Participation rate | 70.6% | 74.9%-4.4pp | 68.1%+2.5pp | 83.0%-12.4pp |
| Annual return | -32.25% | 26.18%-58.4pp | 20.47%-52.7pp | 41.45%-73.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,815 | $4,160+111.9% | $3,458+154.9% | $5,287+66.7% |
| Admin fee / account holder | $3,544 | $5,272-32.8% | $4,138-14.4% | $10,132-65.0% |