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 | $43,323 | $54,350-20.3% | $82,719-47.6% | $68,494-36.7% |
| Participation rate | 83.0% | 63.9%+19.1pp | 72.6%+10.5pp | 67.9%+15.1pp |
| Annual return | -20.20% | -13.67%-6.5pp | 701.18%-721.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,844 | $2,218+28.2% | $3,009-5.5% | $2,596+9.5% |
| Participant deferral / active EE | $5,453 | $3,246+68.0% | $4,395+24.1% | $4,027+35.4% |
| Admin fee / account holder | $1,524 | $4,395-65.3% | $5,329-71.4% | $5,403-71.8% |