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 | $43,193 | $64,707-33.2% | $112,228-61.5% | $68,494-36.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -23.95% | -11.40%-12.5pp | 27.45%-51.4pp | -7.84%-16.1pp |
| Employer contribution / active EE | $9,848 | $2,746+258.6% | $3,635+170.9% | $2,596+279.3% |
| Participant deferral / active EE | $3,537 | $3,565-0.8% | $4,728-25.2% | $4,027-12.2% |
| Admin fee / account holder | $1,537 | $5,232-70.6% | $6,410-76.0% | $5,403-71.5% |