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 | $17,766 | $49,177-63.9% | $79,464-77.6% | $64,186-72.3% |
| Participation rate | 72.1% | 65.0%+7.1pp | 73.3%-1.2pp | 69.6%+2.6pp |
| Annual return | -9.46% | -1.16%-8.3pp | 718.14%-727.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,126 | $2,076-45.8% | $2,800-59.8% | $2,381-52.7% |
| Participant deferral / active EE | $2,654 | $2,821-5.9% | $3,704-28.3% | $3,470-23.5% |
| Admin fee / account holder | $785 | $3,839-79.6% | $5,113-84.7% | $4,888-83.9% |