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 | $18,315 | $105,859-82.7% | $90,160-79.7% | $147,584-87.6% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | -11.60% | 37.63%-49.2pp | 34.88%-46.5pp | 578.55%-590.1pp |
| Employer contribution / active EE | $2,502 | $4,126-39.4% | $3,318-24.6% | $4,876-48.7% |
| Participant deferral / active EE | $5,523 | $5,733-3.7% | $5,288+4.4% | $5,439+1.5% |
| Admin fee / account holder | $3,555 | $8,046-55.8% | $5,943-40.2% | $10,885-67.3% |