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 | $16,962 | $95,862-82.3% | $79,550-78.7% | $134,475-87.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -22.01% | -2.69%-19.3pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,502 | $3,128-20.0% | $2,413+3.7% | $4,740-47.2% |
| Participant deferral / active EE | $6,988 | $4,693+48.9% | $3,985+75.4% | $6,400+9.2% |
| Admin fee / account holder | $836 | $9,126-90.8% | $6,832-87.8% | $11,426-92.7% |