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 | $29,518 | $98,750-70.1% | $149,696-80.3% | $79,858-63.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -3.14% | 27.43%-30.6pp | 276.60%-279.7pp | 31.71%-34.9pp |
| Employer contribution / active EE | $2,062 | $3,216-35.9% | $4,644-55.6% | $2,471-16.5% |
| Participant deferral / active EE | $3,520 | $5,680-38.0% | $6,842-48.5% | $3,740-5.9% |
| Admin fee / account holder | $1,048 | $6,053-82.7% | $9,309-88.7% | $5,306-80.2% |