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 | $34,990 | $77,634-54.9% | $156,549-77.6% | $62,891-44.4% |
| Participation rate | 71.1% | 71.2%-0.1pp | 84.0%-12.9pp | 69.3%+1.8pp |
| Annual return | -1.82% | 50.32%-52.1pp | 32.23%-34.1pp | 20.14%-22.0pp |
| Employer contribution / active EE | $731 | $3,444-78.8% | $5,501-86.7% | $2,281-68.0% |
| Participant deferral / active EE | $2,413 | $3,045-20.8% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $6,532 | $5,561+17.5% | $13,027-49.9% | $4,296+52.1% |