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 | $19,834 | $49,177-59.7% | $79,464-75.0% | $64,186-69.1% |
| Participation rate | 76.6% | 65.0%+11.5pp | 73.3%+3.2pp | 69.6%+7.0pp |
| Annual return | -9.62% | -1.16%-8.5pp | 718.14%-727.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,029 | $2,076-2.3% | $2,800-27.6% | $2,381-14.8% |
| Participant deferral / active EE | $2,911 | $2,821+3.2% | $3,704-21.4% | $3,470-16.1% |
| Admin fee / account holder | $557 | $3,839-85.5% | $5,113-89.1% | $4,888-88.6% |