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 | $45,295 | $81,840-44.7% | $63,412-28.6% | $125,391-63.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -4.33% | -0.10%-4.2pp | 4.04%-8.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $291 | $2,377-87.8% | $1,814-84.0% | $4,866-94.0% |
| Participant deferral / active EE | $11,067 | $3,064+261.1% | $2,496+343.5% | $5,352+106.8% |
| Admin fee / account holder | $478 | $4,951-90.3% | $3,753-87.3% | $9,540-95.0% |