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 | $34,490 | $64,307-46.4% | $57,343-39.9% | $125,391-72.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -5.35% | 25.12%-30.5pp | 24.39%-29.7pp | 282.22%-287.6pp |
| Employer contribution / active EE | $4,132 | $3,193+29.4% | $2,689+53.7% | $4,866-15.1% |
| Participant deferral / active EE | $4,122 | $3,848+7.1% | $3,162+30.3% | $5,352-23.0% |
| Admin fee / account holder | $1,291 | $5,242-75.4% | $3,356-61.5% | $9,540-86.5% |