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 | $37,986 | $133,958-71.6% | $112,228-66.2% | $134,475-71.8% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -24.18% | 47.11%-71.3pp | 27.45%-51.6pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,051 | $4,038-49.2% | $3,635-43.6% | $4,740-56.7% |
| Participant deferral / active EE | $5,550 | $5,291+4.9% | $4,728+17.4% | $6,400-13.3% |
| Admin fee / account holder | $748 | $7,489-90.0% | $6,410-88.3% | $11,426-93.5% |