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 | $71,542 | $77,314-7.5% | $177,989-59.8% | $80,856-11.5% |
| Participation rate | 92.7% | 65.7%+27.0pp | 77.1%+15.6pp | 67.6%+25.0pp |
| Annual return | -14.53% | 18.09%-32.6pp | 294.48%-309.0pp | 35.59%-50.1pp |
| Employer contribution / active EE | $781 | $2,292-65.9% | $3,949-80.2% | $2,755-71.7% |
| Participant deferral / active EE | $2,405 | $4,411-45.5% | $6,276-61.7% | $4,296-44.0% |
| Admin fee / account holder | $913 | $7,191-87.3% | $10,363-91.2% | $6,918-86.8% |