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 | $20,434 | $49,177-58.4% | $79,464-74.3% | $64,186-68.2% |
| Participation rate | 78.7% | 65.0%+13.7pp | 73.3%+5.4pp | 69.6%+9.2pp |
| Annual return | -11.58% | -1.16%-10.4pp | 718.14%-729.7pp | 7.63%-19.2pp |
| Employer contribution / active EE | $2,310 | $2,076+11.3% | $2,800-17.5% | $2,381-3.0% |
| Participant deferral / active EE | $4,666 | $2,821+65.4% | $3,704+26.0% | $3,470+34.5% |
| Admin fee / account holder | $459 | $3,839-88.0% | $5,113-91.0% | $4,888-90.6% |