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 | $31,489 | $92,222-65.9% | $76,768-59.0% | $135,375-76.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -12.87% | 5.46%-18.3pp | 2.43%-15.3pp | 519.73%-532.6pp |
| Employer contribution / active EE | $825 | $3,216-74.4% | $2,485-66.8% | $4,779-82.7% |
| Participant deferral / active EE | $2,843 | $4,509-36.9% | $3,852-26.2% | $5,609-49.3% |
| Admin fee / account holder | $3,855 | $10,748-64.1% | $6,675-42.2% | $10,827-64.4% |