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 | $26,904 | $77,634-65.3% | $156,549-82.8% | $62,891-57.2% |
| Participation rate | 82.0% | 71.2%+10.8pp | 84.0%-2.0pp | 69.3%+12.7pp |
| Annual return | -4.79% | 50.32%-55.1pp | 32.23%-37.0pp | 20.14%-24.9pp |
| Employer contribution / active EE | $677 | $3,444-80.3% | $5,501-87.7% | $2,281-70.3% |
| Participant deferral / active EE | $1,211 | $3,045-60.2% | $4,871-75.1% | $3,203-62.2% |
| Admin fee / account holder | $1,374 | $5,561-75.3% | $13,027-89.5% | $4,296-68.0% |