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 | $18,776 | $82,664-77.3% | $125,339-85.0% | $68,494-72.6% |
| Participation rate | 74.4% | 75.0%-0.6pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -20.99% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,622 | $3,381-52.0% | $4,814-66.3% | $2,596-37.5% |
| Participant deferral / active EE | $6,698 | $6,110+9.6% | $7,446-10.1% | $4,027+66.3% |
| Admin fee / account holder | $1,470 | $6,275-76.6% | $10,010-85.3% | $5,403-72.8% |