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 | $54,344 | $72,404-24.9% | $110,238-50.7% | $64,186-15.3% |
| Participation rate | 73.2% | 73.3%-0.2pp | 79.8%-6.6pp | 69.6%+3.6pp |
| Annual return | -8.66% | -6.29%-2.4pp | 314.74%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,249 | $2,282-45.3% | $3,826-67.4% | $2,381-47.6% |
| Participant deferral / active EE | $4,102 | $3,469+18.2% | $4,672-12.2% | $3,470+18.2% |
| Admin fee / account holder | $363 | $5,664-93.6% | $8,547-95.7% | $4,888-92.6% |