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 | $50,370 | $72,404-30.4% | $110,238-54.3% | $64,186-21.5% |
| Participation rate | 78.1% | 73.3%+4.8pp | 79.8%-1.7pp | 69.6%+8.6pp |
| Annual return | -8.44% | -6.29%-2.2pp | 314.74%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $975 | $2,282-57.2% | $3,826-74.5% | $2,381-59.0% |
| Participant deferral / active EE | $2,275 | $3,469-34.4% | $4,672-51.3% | $3,470-34.4% |
| Admin fee / account holder | $395 | $5,664-93.0% | $8,547-95.4% | $4,888-91.9% |