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 | $35,498 | $64,707-45.1% | $112,228-68.4% | $68,494-48.2% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -25.59% | -11.40%-14.2pp | 27.45%-53.0pp | -7.84%-17.7pp |
| Employer contribution / active EE | $1,163 | $2,746-57.7% | $3,635-68.0% | $2,596-55.2% |
| Participant deferral / active EE | $3,589 | $3,565+0.7% | $4,728-24.1% | $4,027-10.9% |
| Admin fee / account holder | $646 | $5,232-87.6% | $6,410-89.9% | $5,403-88.0% |