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 | $41,153 | $76,000-45.9% | $154,107-73.3% | $64,186-35.9% |
| Participation rate | 91.7% | 70.4%+21.3pp | 83.0%+8.6pp | 69.6%+22.1pp |
| Annual return | -11.42% | 30.32%-41.7pp | 735.12%-746.5pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,332 | $3,351-30.4% | $5,298-56.0% | $2,381-2.0% |
| Participant deferral / active EE | $4,616 | $3,175+45.4% | $5,081-9.1% | $3,470+33.0% |
| Admin fee / account holder | $2,906 | $5,596-48.1% | $13,411-78.3% | $4,888-40.5% |