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 | $29,653 | $58,879-49.6% | $178,490-83.4% | $73,488-59.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -1.48% | 24.86%-26.3pp | 151.07%-152.6pp | 28.51%-30.0pp |
| Employer contribution / active EE | $1,782 | $2,236-20.3% | $5,011-64.4% | $2,270-21.5% |
| Participant deferral / active EE | $1,435 | $2,567-44.1% | $5,202-72.4% | $3,740-61.6% |
| Admin fee / account holder | $936 | $400+133.9% | $13,984-93.3% | $513+82.5% |