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 | $17,609 | $95,971-81.7% | $74,550-76.4% | $135,375-87.0% |
| Participation rate | 82.6% | 75.7%+7.0pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -9.28% | 56.96%-66.2pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,820 | $2,716-33.0% | $1,961-7.2% | $4,779-61.9% |
| Participant deferral / active EE | $4,095 | $3,843+6.6% | $3,108+31.8% | $5,609-27.0% |
| Admin fee / account holder | $2,712 | $6,522-58.4% | $5,060-46.4% | $10,827-74.9% |