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 | $31,957 | $76,000-58.0% | $154,107-79.3% | $64,186-50.2% |
| Participation rate | 74.6% | 70.4%+4.2pp | 83.0%-8.4pp | 69.6%+5.1pp |
| Annual return | -9.53% | 30.32%-39.8pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,814 | $3,351-45.9% | $5,298-65.8% | $2,381-23.8% |
| Participant deferral / active EE | $3,117 | $3,175-1.8% | $5,081-38.7% | $3,470-10.2% |
| Admin fee / account holder | $312 | $5,596-94.4% | $13,411-97.7% | $4,888-93.6% |