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 | $44,049 | $78,694-44.0% | $67,652-34.9% | $125,391-64.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.95% | 9.46%-14.4pp | 6625.04%-6630.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $2,663 | $3,044-12.5% | $2,266+17.5% | $4,866-45.3% |
| Participant deferral / active EE | $4,369 | $4,292+1.8% | $3,560+22.7% | $5,352-18.4% |
| Admin fee / account holder | $1,310 | $7,403-82.3% | $4,821-72.8% | $9,540-86.3% |