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 | $41,633 | $84,487-50.7% | $125,339-66.8% | $66,914-37.8% |
| Participation rate | 77.7% | 76.4%+1.3pp | 82.4%-4.7pp | 69.8%+7.9pp |
| Annual return | -18.92% | -8.39%-10.5pp | 572.05%-591.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $2,264 | $3,553-36.3% | $4,814-53.0% | $2,544-11.0% |
| Participant deferral / active EE | $4,275 | $6,781-37.0% | $7,446-42.6% | $4,237+0.9% |
| Admin fee / account holder | $1,642 | $685+139.8% | $10,010-83.6% | $593+176.8% |