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 | $23,141 | $87,540-73.6% | $75,781-69.5% | $125,391-81.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -3.87% | 13.48%-17.4pp | 9.68%-13.6pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,637 | $3,930-32.9% | $3,323-20.6% | $4,866-45.8% |
| Participant deferral / active EE | $10,191 | $4,229+141.0% | $3,651+179.1% | $5,352+90.4% |
| Admin fee / account holder | $393 | $6,502-94.0% | $5,299-92.6% | $9,540-95.9% |