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 | $61,123 | $81,900-25.4% | $119,609-48.9% | $68,494-10.8% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | -18.91% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,230 | $2,693-17.2% | $4,232-47.3% | $2,596-14.1% |
| Participant deferral / active EE | $5,836 | $4,148+40.7% | $5,602+4.2% | $4,027+44.9% |
| Admin fee / account holder | $20,646 | $6,582+213.7% | $10,323+100.0% | $5,403+282.1% |