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 | $69,165 | $76,000-9.0% | $154,107-55.1% | $64,186+7.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 83.0%-7.0pp | 69.6%+6.4pp |
| Annual return | -8.49% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $998 | $3,351-70.2% | $5,298-81.2% | $2,381-58.1% |
| Participant deferral / active EE | $4,185 | $3,175+31.8% | $5,081-17.6% | $3,470+20.6% |
| Admin fee / account holder | $506 | $5,596-91.0% | $13,411-96.2% | $4,888-89.7% |