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 | $14,780 | $77,634-81.0% | $156,549-90.6% | $62,891-76.5% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | -4.45% | 50.32%-54.8pp | 32.23%-36.7pp | 20.14%-24.6pp |
| Employer contribution / active EE | $1,290 | $3,444-62.5% | $5,501-76.5% | $2,281-43.4% |
| Participant deferral / active EE | $2,070 | $3,045-32.0% | $4,871-57.5% | $3,203-35.4% |
| Admin fee / account holder | $3,959 | $5,561-28.8% | $13,027-69.6% | $4,296-7.8% |