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 | $40,308 | $100,754-60.0% | $86,677-53.5% | $134,475-70.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.68% | 29.04%-50.7pp | 35.91%-57.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,159 | $3,489-66.8% | $2,836-59.1% | $4,740-75.5% |
| Participant deferral / active EE | $2,011 | $5,338-62.3% | $4,656-56.8% | $6,400-68.6% |
| Admin fee / account holder | $10,593 | $10,926-3.0% | $7,493+41.4% | $11,426-7.3% |