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 | $49,495 | $72,404-31.6% | $110,238-55.1% | $64,186-22.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.71% | -6.29%-1.4pp | 314.74%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,008 | $2,282+31.8% | $3,826-21.4% | $2,381+26.3% |
| Participant deferral / active EE | $9,506 | $3,469+174.0% | $4,672+103.5% | $3,470+174.0% |
| Admin fee / account holder | $1,220 | $5,664-78.5% | $8,547-85.7% | $4,888-75.0% |