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 | $47,322 | $140,578-66.3% | $100,671-53.0% | $125,391-62.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -4.34% | 24.67%-29.0pp | 20.43%-24.8pp | 282.22%-286.6pp |
| Employer contribution / active EE | $1,490 | $5,965-75.0% | $4,012-62.9% | $4,866-69.4% |
| Participant deferral / active EE | $12,299 | $3,981+208.9% | $3,144+291.2% | $5,352+129.8% |
| Admin fee / account holder | $871 | $6,716-87.0% | $4,850-82.0% | $9,540-90.9% |