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 | $23,959 | $95,971-75.0% | $74,550-67.9% | $135,375-82.3% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -9.29% | 56.96%-66.3pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,522 | $2,716-44.0% | $1,961-22.4% | $4,779-68.2% |
| Participant deferral / active EE | $3,680 | $3,843-4.2% | $3,108+18.4% | $5,609-34.4% |
| Admin fee / account holder | $672 | $6,522-89.7% | $5,060-86.7% | $10,827-93.8% |