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 | $39,092 | $64,707-39.6% | $112,228-65.2% | $68,494-42.9% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.1%+19.8pp | 67.9%+27.0pp |
| Annual return | -19.69% | -11.40%-8.3pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,959 | $2,746+44.2% | $3,635+8.9% | $2,596+52.5% |
| Participant deferral / active EE | $3,820 | $3,565+7.2% | $4,728-19.2% | $4,027-5.1% |
| Admin fee / account holder | $10,904 | $5,232+108.4% | $6,410+70.1% | $5,403+101.8% |