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 | $66,641 | $82,664-19.4% | $125,339-46.8% | $68,494-2.7% |
| Participation rate | 89.1% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -20.36% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,425 | $3,381-28.3% | $4,814-49.6% | $2,596-6.6% |
| Participant deferral / active EE | $5,244 | $6,110-14.2% | $7,446-29.6% | $4,027+30.2% |
| Admin fee / account holder | $443 | $6,275-92.9% | $10,010-95.6% | $5,403-91.8% |