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 | $33,002 | $72,404-54.4% | $110,238-70.1% | $64,186-48.6% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.9pp | 69.6%+9.4pp |
| Annual return | -8.84% | -6.29%-2.5pp | 314.74%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,708 | $2,282-25.1% | $3,826-55.4% | $2,381-28.2% |
| Participant deferral / active EE | $3,413 | $3,469-1.6% | $4,672-26.9% | $3,470-1.6% |
| Admin fee / account holder | $308 | $5,664-94.6% | $8,547-96.4% | $4,888-93.7% |