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 | $39,031 | $54,380-28.2% | $68,509-43.0% | $59,632-34.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -2.69% | 2.83%-5.5pp | 8.27%-11.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,018 | $1,539+31.1% | $2,278-11.4% | $2,203-8.4% |
| Participant deferral / active EE | $4,000 | $2,643+51.3% | $3,382+18.3% | $3,192+25.3% |
| Admin fee / account holder | $1,183 | $3,885-69.5% | $5,275-77.6% | $4,297-72.5% |