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 | $36,923 | $72,404-49.0% | $110,238-66.5% | $64,186-42.5% |
| Participation rate | 73.7% | 73.3%+0.3pp | 79.8%-6.1pp | 69.6%+4.1pp |
| Annual return | -8.79% | -6.29%-2.5pp | 314.74%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $844 | $2,282-63.0% | $3,826-78.0% | $2,381-64.6% |
| Participant deferral / active EE | $2,343 | $3,469-32.5% | $4,672-49.8% | $3,470-32.5% |
| Admin fee / account holder | $2,120 | $5,664-62.6% | $8,547-75.2% | $4,888-56.6% |