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 | $41,561 | $94,529-56.0% | $140,016-70.3% | $64,186-35.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -12.70% | 7.77%-20.5pp | 651.12%-663.8pp | 7.63%-20.3pp |
| Employer contribution / active EE | $3,190 | $3,812-16.3% | $5,606-43.1% | $2,381+34.0% |
| Participant deferral / active EE | $9,181 | $5,250+74.9% | $6,927+32.5% | $3,470+164.6% |
| Admin fee / account holder | $304 | $6,741-95.5% | $10,705-97.2% | $4,888-93.8% |