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 | $21,822 | $92,222-76.3% | $76,768-71.6% | $135,375-83.9% |
| Participation rate | 79.2% | 79.8%-0.6pp | 77.0%+2.2pp | 82.6%-3.5pp |
| Annual return | -8.89% | 5.46%-14.3pp | 2.43%-11.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,658 | $3,216-17.4% | $2,485+6.9% | $4,779-44.4% |
| Participant deferral / active EE | $2,260 | $4,509-49.9% | $3,852-41.3% | $5,609-59.7% |
| Admin fee / account holder | $389 | $10,748-96.4% | $6,675-94.2% | $10,827-96.4% |