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 | $33,595 | $57,354-41.4% | $83,848-59.9% | $64,186-47.7% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.2pp | 69.6%+15.8pp |
| Annual return | -10.40% | 11.38%-21.8pp | 850.88%-861.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $4,670 | $2,545+83.5% | $3,631+28.6% | $2,381+96.2% |
| Participant deferral / active EE | $2,614 | $2,993-12.7% | $4,082-36.0% | $3,470-24.7% |
| Admin fee / account holder | $2,213 | $4,046-45.3% | $5,478-59.6% | $4,888-54.7% |