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 | $27,350 | $113,935-76.0% | $94,224-71.0% | $125,391-78.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.42% | 5.29%-13.7pp | 10.68%-19.1pp | 282.22%-290.6pp |
| Employer contribution / active EE | $7,748 | $4,727+63.9% | $3,587+116.0% | $4,866+59.2% |
| Participant deferral / active EE | $3,266 | $5,179-36.9% | $4,320-24.4% | $5,352-39.0% |
| Admin fee / account holder | $1,563 | $8,391-81.4% | $6,269-75.1% | $9,540-83.6% |