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 | $26,213 | $82,664-68.3% | $125,339-79.1% | $68,494-61.7% |
| Participation rate | 74.7% | 75.0%-0.4pp | 82.4%-7.7pp | 67.9%+6.8pp |
| Annual return | -24.37% | -5.97%-18.4pp | 572.05%-596.4pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,055 | $3,381-68.8% | $4,814-78.1% | $2,596-59.4% |
| Participant deferral / active EE | $3,393 | $6,110-44.5% | $7,446-54.4% | $4,027-15.8% |
| Admin fee / account holder | $1,159 | $6,275-81.5% | $10,010-88.4% | $5,403-78.5% |