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 | $43,560 | $77,813-44.0% | $123,544-64.7% | $64,186-32.1% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -8.88% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $4,468 | $3,014+48.3% | $4,628-3.4% | $2,381+87.7% |
| Participant deferral / active EE | $8,573 | $5,240+63.6% | $6,426+33.4% | $3,470+147.1% |
| Admin fee / account holder | $2,901 | $5,519-47.4% | $9,284-68.8% | $4,888-40.7% |