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 | $45,105 | $69,207-34.8% | $64,056-29.6% | $139,434-67.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -7.06% | 45.88%-52.9pp | 33.69%-40.7pp | 372.94%-380.0pp |
| Employer contribution / active EE | $1,213 | $3,182-61.9% | $2,747-55.8% | $4,751-74.5% |
| Participant deferral / active EE | $1,177 | $4,682-74.9% | $3,880-69.7% | $6,710-82.5% |
| Admin fee / account holder | $1,462 | $4,244-65.6% | $3,068-52.4% | $11,403-87.2% |