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 | $30,548 | $115,770-73.6% | $101,248-69.8% | $158,922-80.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | -6.89% | 56.14%-63.0pp | 46.47%-53.4pp | 302.83%-309.7pp |
| Employer contribution / active EE | $1,031 | $4,175-75.3% | $3,660-71.8% | $4,761-78.3% |
| Participant deferral / active EE | $2,274 | $4,957-54.1% | $4,370-48.0% | $5,982-62.0% |
| Admin fee / account holder | $939 | $7,245-87.0% | $5,945-84.2% | $11,246-91.6% |