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 | $42,826 | $100,754-57.5% | $86,677-50.6% | $134,475-68.2% |
| Participation rate | 86.4% | 78.9%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -20.99% | 29.04%-50.0pp | 35.91%-56.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,547 | $5,338-52.3% | $4,656-45.3% | $6,400-60.2% |
| Admin fee / account holder | $9,498 | $10,926-13.1% | $7,493+26.7% | $11,426-16.9% |