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 | $17,480 | $52,681-66.8% | $75,781-76.9% | $59,632-70.7% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.8%+16.7pp | 68.7%+23.8pp |
| Annual return | -7.63% | 2.95%-10.6pp | 9.68%-17.3pp | 2041.28%-2048.9pp |
| Employer contribution / active EE | $4,174 | $2,193+90.3% | $3,323+25.6% | $2,203+89.5% |
| Participant deferral / active EE | $1,369 | $2,591-47.2% | $3,651-62.5% | $3,192-57.1% |
| Admin fee / account holder | $601 | $3,610-83.4% | $5,299-88.7% | $4,297-86.0% |