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 | $39,763 | $57,354-30.7% | $83,848-52.6% | $64,186-38.1% |
| Participation rate | 82.4% | 68.6%+13.7pp | 76.1%+6.2pp | 69.6%+12.8pp |
| Annual return | -9.12% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,684 | $2,545+5.5% | $3,631-26.1% | $2,381+12.7% |
| Participant deferral / active EE | $5,175 | $2,993+72.9% | $4,082+26.8% | $3,470+49.2% |
| Admin fee / account holder | $1,725 | $4,046-57.4% | $5,478-68.5% | $4,888-64.7% |