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 | $115,151 | $211,958-45.7% | $169,463-32.0% | $135,375-14.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.32% | 3.26%-13.6pp | 1.83%-12.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $484 | $5,120-90.6% | $4,159-88.4% | $4,779-89.9% |
| Participant deferral / active EE | $12,000 | $6,075+97.5% | $5,277+127.4% | $5,609+114.0% |
| Admin fee / account holder | $2,063 | $11,471-82.0% | $9,109-77.4% | $10,827-80.9% |