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 | $13,756 | $76,000-81.9% | $154,107-91.1% | $64,186-78.6% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | -8.08% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $613 | $3,351-81.7% | $5,298-88.4% | $2,381-74.3% |
| Participant deferral / active EE | $1,016 | $3,175-68.0% | $5,081-80.0% | $3,470-70.7% |
| Admin fee / account holder | $599 | $5,596-89.3% | $13,411-95.5% | $4,888-87.7% |