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 | $40,714 | $91,190-55.4% | $178,490-77.2% | $79,858-49.0% |
| Participation rate | 86.2% | 69.2%+17.0pp | 81.9%+4.3pp | 69.6%+16.6pp |
| Annual return | -3.70% | 24.19%-27.9pp | 151.07%-154.8pp | 31.71%-35.4pp |
| Employer contribution / active EE | $1,682 | $3,256-48.3% | $5,011-66.4% | $2,471-31.9% |
| Participant deferral / active EE | $4,009 | $3,236+23.9% | $5,202-22.9% | $3,740+7.2% |
| Admin fee / account holder | $3,254 | $6,751-51.8% | $13,984-76.7% | $5,306-38.7% |