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 | $41,778 | $65,365-36.1% | $92,893-55.0% | $72,985-42.8% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | -1.64% | 42.10%-43.7pp | 109.41%-111.1pp | 81.00%-82.6pp |
| Employer contribution / active EE | $1,634 | $2,594-37.0% | $3,653-55.3% | $2,440-33.0% |
| Participant deferral / active EE | $1,846 | $3,128-41.0% | $4,236-56.4% | $3,607-48.8% |
| Admin fee / account holder | $4,367 | $4,251+2.7% | $5,794-24.6% | $5,124-14.8% |