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 | $11,151 | $54,350-79.5% | $82,719-86.5% | $68,494-83.7% |
| Participation rate | 85.1% | 63.9%+21.2pp | 72.6%+12.6pp | 67.9%+17.2pp |
| Annual return | -21.71% | -13.67%-8.0pp | 701.18%-722.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,833 | $2,218-17.4% | $3,009-39.1% | $2,596-29.4% |
| Participant deferral / active EE | $2,697 | $3,246-16.9% | $4,395-38.6% | $4,027-33.0% |
| Admin fee / account holder | $1,627 | $4,395-63.0% | $5,329-69.5% | $5,403-69.9% |