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 | $15,638 | $76,000-79.4% | $154,107-89.9% | $64,186-75.6% |
| Participation rate | 73.2% | 70.4%+2.8pp | 83.0%-9.9pp | 69.6%+3.6pp |
| Annual return | -9.07% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $644 | $3,351-80.8% | $5,298-87.8% | $2,381-73.0% |
| Participant deferral / active EE | $3,896 | $3,175+22.7% | $5,081-23.3% | $3,470+12.3% |
| Admin fee / account holder | $402 | $5,596-92.8% | $13,411-97.0% | $4,888-91.8% |