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 | $38,230 | $82,664-53.8% | $125,339-69.5% | $68,494-44.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -21.74% | -5.97%-15.8pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $891 | $3,381-73.6% | $4,814-81.5% | $2,596-65.7% |
| Participant deferral / active EE | $7,443 | $6,110+21.8% | $7,4460% | $4,027+84.8% |
| Admin fee / account holder | $1,348 | $6,275-78.5% | $10,010-86.5% | $5,403-75.0% |