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 | $41,801 | $82,664-49.4% | $125,339-66.6% | $68,494-39.0% |
| Participation rate | 70.7% | 75.0%-4.3pp | 82.4%-11.6pp | 67.9%+2.8pp |
| Annual return | -19.82% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,295 | $3,381-2.6% | $4,814-31.6% | $2,596+26.9% |
| Participant deferral / active EE | $5,725 | $6,110-6.3% | $7,446-23.1% | $4,027+42.2% |
| Admin fee / account holder | $2,399 | $6,275-61.8% | $10,010-76.0% | $5,403-55.6% |