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 | $30,154 | $77,634-61.2% | $156,549-80.7% | $62,891-52.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.78% | 50.32%-51.1pp | 32.23%-33.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $1,599 | $3,444-53.6% | $5,501-70.9% | $2,281-29.9% |
| Participant deferral / active EE | $3,426 | $3,045+12.5% | $4,871-29.7% | $3,203+7.0% |
| Admin fee / account holder | $3,000 | $5,561-46.1% | $13,027-77.0% | $4,296-30.2% |