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 | $20,500 | $77,813-73.7% | $123,544-83.4% | $64,186-68.1% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -10.93% | 12.48%-23.4pp | 119.20%-130.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,006 | $3,014-33.4% | $4,628-56.7% | $2,381-15.7% |
| Participant deferral / active EE | $5,704 | $5,240+8.9% | $6,426-11.2% | $3,470+64.4% |
| Admin fee / account holder | $1,187 | $5,519-78.5% | $9,284-87.2% | $4,888-75.7% |