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 | $10,820 | $32,117-66.3% | $71,086-84.8% | $64,186-83.1% |
| Participation rate | 74.2% | 42.7%+31.5pp | 54.7%+19.5pp | 69.6%+4.6pp |
| Annual return | -10.83% | -5.57%-5.3pp | 650.59%-661.4pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,295 | $712+81.9% | $1,088+19.1% | $2,381-45.6% |
| Participant deferral / active EE | $2,611 | $1,263+106.7% | $1,874+39.3% | $3,470-24.8% |
| Admin fee / account holder | $365 | $2,759-86.8% | $3,082-88.2% | $4,888-92.5% |