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 | $46,202 | $57,354-19.4% | $83,848-44.9% | $64,186-28.0% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.3pp | 69.6%+15.8pp |
| Annual return | -8.61% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,370 | $2,545+32.4% | $3,631-7.2% | $2,381+41.5% |
| Participant deferral / active EE | $2,497 | $2,993-16.6% | $4,082-38.8% | $3,470-28.0% |
| Admin fee / account holder | $1,577 | $4,046-61.0% | $5,478-71.2% | $4,888-67.7% |