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 | $34,984 | $69,010-49.3% | $159,960-78.1% | $68,494-48.9% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.7pp | 67.9%+16.7pp |
| Annual return | -22.36% | -9.65%-12.7pp | 408.60%-431.0pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,986 | $2,213+34.9% | $4,226-29.3% | $2,596+15.0% |
| Participant deferral / active EE | $7,814 | $4,212+85.5% | $6,182+26.4% | $4,027+94.0% |
| Admin fee / account holder | $359 | $4,798-92.5% | $8,698-95.9% | $5,403-93.4% |