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 | $21,182 | $77,813-72.8% | $123,544-82.9% | $64,186-67.0% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.3%+16.2pp | 69.6%+28.9pp |
| Annual return | -8.59% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,671 | $3,014+21.8% | $4,628-20.7% | $2,381+54.2% |
| Participant deferral / active EE | $6,806 | $5,240+29.9% | $6,426+5.9% | $3,470+96.2% |
| Admin fee / account holder | $1,502 | $5,519-72.8% | $9,284-83.8% | $4,888-69.3% |