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 | $19,184 | $76,000-74.8% | $154,107-87.6% | $64,186-70.1% |
| Participation rate | 72.4% | 70.4%+2.0pp | 83.0%-10.6pp | 69.6%+2.8pp |
| Annual return | -8.64% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,248 | $3,351-62.8% | $5,298-76.4% | $2,381-47.6% |
| Participant deferral / active EE | $2,000 | $3,175-37.0% | $5,081-60.6% | $3,470-42.3% |
| Admin fee / account holder | $736 | $5,596-86.8% | $13,411-94.5% | $4,888-84.9% |