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 7-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 | $16,845 | $90,503-81.4% | $78,689-78.6% | $273,961-93.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.74% | 75.60%-79.3pp | 62.18%-65.9pp | 41.45%-45.2pp |
| Employer contribution / active EE | $1,504 | $3,176-52.6% | $2,851-47.2% | $4,869-69.1% |
| Participant deferral / active EE | $6,974 | $3,901+78.8% | $3,517+98.3% | $5,287+31.9% |
| Admin fee / account holder | $1,391 | $5,263-73.6% | $4,510-69.2% | $10,132-86.3% |