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 6-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 | $23,546 | $95,862-75.4% | $79,550-70.4% | $134,475-82.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.55% | -2.69%-18.9pp | 0.16%-21.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,376 | $3,128-56.0% | $2,413-43.0% | $4,740-71.0% |
| Participant deferral / active EE | $8,332 | $4,693+77.5% | $3,985+109.1% | $6,400+30.2% |
| Admin fee / account holder | $768 | $9,126-91.6% | $6,832-88.8% | $11,426-93.3% |