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 | $37,720 | $86,699-56.5% | $73,307-48.5% | $125,391-69.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.91% | 2.78%-6.7pp | 5.67%-9.6pp | 282.22%-286.1pp |
| Employer contribution / active EE | $4,667 | $4,152+12.4% | $3,237+44.2% | $4,866-4.1% |
| Participant deferral / active EE | $7,988 | $5,550+43.9% | $4,991+60.0% | $5,352+49.3% |
| Admin fee / account holder | $1,302 | $7,771-83.2% | $5,637-76.9% | $9,540-86.4% |