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 | $30,472 | $99,079-69.2% | $77,999-60.9% | $273,961-88.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.5%-5.5pp | 83.0%-13.0pp |
| Annual return | -2.67% | 217.93%-220.6pp | 425.96%-428.6pp | 41.45%-44.1pp |
| Employer contribution / active EE | $1,410 | $3,308-57.4% | $2,470-42.9% | $4,869-71.0% |
| Participant deferral / active EE | $7,161 | $4,306+66.3% | $3,497+104.8% | $5,287+35.4% |
| Admin fee / account holder | $513 | $8,954-94.3% | $5,480-90.6% | $10,132-94.9% |