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 | $20,161 | $95,862-79.0% | $79,550-74.7% | $134,475-85.0% |
| Participation rate | 85.0% | 75.0%+10.0pp | 69.5%+15.5pp | 81.2%+3.8pp |
| Annual return | -23.70% | -2.69%-21.0pp | 0.16%-23.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,285 | $3,128-58.9% | $2,413-46.8% | $4,740-72.9% |
| Participant deferral / active EE | $4,454 | $4,693-5.1% | $3,985+11.8% | $6,400-30.4% |
| Admin fee / account holder | $503 | $9,126-94.5% | $6,832-92.6% | $11,426-95.6% |