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 | $78,541 | $76,000+3.3% | $154,107-49.0% | $64,186+22.4% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -8.14% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,264 | $3,351-62.3% | $5,298-76.1% | $2,381-46.9% |
| Participant deferral / active EE | $4,903 | $3,175+54.4% | $5,081-3.5% | $3,470+41.3% |
| Admin fee / account holder | $1,044 | $5,596-81.3% | $13,411-92.2% | $4,888-78.6% |