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 | $26,034 | $82,664-68.5% | $125,339-79.2% | $68,494-62.0% |
| Participation rate | 78.2% | 75.0%+3.1pp | 82.4%-4.2pp | 67.9%+10.3pp |
| Annual return | -20.05% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $840 | $3,381-75.2% | $4,814-82.6% | $2,596-67.7% |
| Participant deferral / active EE | $3,661 | $6,110-40.1% | $7,446-50.8% | $4,027-9.1% |
| Admin fee / account holder | $1,879 | $6,275-70.1% | $10,010-81.2% | $5,403-65.2% |