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 9-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 | $28,084 | $105,860-73.5% | $90,749-69.1% | $134,475-79.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.76% | -11.01%-12.7pp | -12.16%-11.6pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,474 | $3,462-57.4% | $2,921-49.5% | $4,740-68.9% |
| Participant deferral / active EE | $2,778 | $5,216-46.7% | $4,564-39.1% | $6,400-56.6% |
| Admin fee / account holder | $691 | $13,938-95.0% | $8,445-91.8% | $11,426-94.0% |