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 | $26,116 | $77,634-66.4% | $156,549-83.3% | $62,891-58.5% |
| Participation rate | 94.0% | 71.2%+22.8pp | 84.0%+10.0pp | 69.3%+24.7pp |
| Annual return | -2.14% | 50.32%-52.5pp | 32.23%-34.4pp | 20.14%-22.3pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $5,501-87.2% | $2,281-69.1% |
| Participant deferral / active EE | $2,860 | $3,045-6.1% | $4,871-41.3% | $3,203-10.7% |
| Admin fee / account holder | $3,262 | $5,561-41.3% | $13,027-75.0% | $4,296-24.1% |