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 | $24,079 | $57,354-58.0% | $83,848-71.3% | $64,186-62.5% |
| Participation rate | 95.8% | 68.6%+27.2pp | 76.1%+19.7pp | 69.6%+26.3pp |
| Annual return | -10.10% | 11.38%-21.5pp | 850.88%-861.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $8,473 | $2,545+232.9% | $3,631+133.4% | $2,381+255.9% |
| Participant deferral / active EE | $5,685 | $2,993+89.9% | $4,082+39.3% | $3,470+63.8% |
| Admin fee / account holder | $2,803 | $4,046-30.7% | $5,478-48.8% | $4,888-42.6% |