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 | $30,707 | $57,354-46.5% | $83,848-63.4% | $64,186-52.2% |
| Participation rate | 87.1% | 68.6%+18.5pp | 76.1%+11.0pp | 69.6%+17.5pp |
| Annual return | -9.56% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,283 | $2,545-49.6% | $3,631-64.7% | $2,381-46.1% |
| Participant deferral / active EE | $5,102 | $2,993+70.5% | $4,082+25.0% | $3,470+47.1% |
| Admin fee / account holder | $2,733 | $4,046-32.5% | $5,478-50.1% | $4,888-44.1% |