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 | $22,698 | $99,032-77.1% | $80,019-71.6% | $135,375-83.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -12.11% | 15.39%-27.5pp | 11.22%-23.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,251 | $3,043-26.1% | $2,468-8.8% | $4,779-52.9% |
| Participant deferral / active EE | $4,094 | $4,282-4.4% | $3,686+11.1% | $5,609-27.0% |
| Admin fee / account holder | $865 | $10,436-91.7% | $6,521-86.7% | $10,827-92.0% |