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 | $28,447 | $48,265-41.1% | $68,791-58.6% | $68,494-58.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -22.17% | -12.71%-9.5pp | -6.38%-15.8pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,921 | $1,829+114.4% | $2,655+47.7% | $2,596+51.0% |
| Participant deferral / active EE | $3,522 | $2,867+22.9% | $3,941-10.6% | $4,027-12.5% |
| Admin fee / account holder | $1,363 | $4,355-68.7% | $4,932-72.4% | $5,403-74.8% |