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 | $32,753 | $53,162-38.4% | $91,220-64.1% | $68,494-52.2% |
| Participation rate | 73.7% | 63.2%+10.5pp | 73.2%+0.5pp | 67.9%+5.8pp |
| Annual return | -20.72% | -3.14%-17.6pp | 114.01%-134.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $5,962 | $1,709+248.8% | $2,850+109.2% | $2,596+129.6% |
| Participant deferral / active EE | $8,028 | $2,974+170.0% | $4,234+89.6% | $4,027+99.4% |
| Admin fee / account holder | $2,768 | $4,493-38.4% | $5,420-48.9% | $5,403-48.8% |