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 | $43,123 | $72,404-40.4% | $110,238-60.9% | $64,186-32.8% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -8.17% | -6.29%-1.9pp | 314.74%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $820 | $2,282-64.1% | $3,826-78.6% | $2,381-65.6% |
| Participant deferral / active EE | $2,811 | $3,469-19.0% | $4,672-39.8% | $3,470-19.0% |
| Admin fee / account holder | $1,750 | $5,664-69.1% | $8,547-79.5% | $4,888-64.2% |