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 | $35,638 | $57,354-37.9% | $83,848-57.5% | $64,186-44.5% |
| Participation rate | 75.7% | 68.6%+7.1pp | 76.1%-0.5pp | 69.6%+6.1pp |
| Annual return | -8.66% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,558 | $2,545-38.8% | $3,631-57.1% | $2,381-34.6% |
| Participant deferral / active EE | $4,257 | $2,993+42.2% | $4,082+4.3% | $3,470+22.7% |
| Admin fee / account holder | $2,129 | $4,046-47.4% | $5,478-61.1% | $4,888-56.5% |