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 | $24,716 | $73,867-66.5% | $143,757-82.8% | $68,494-63.9% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -33.86% | 1.01%-34.9pp | -0.04%-33.8pp | -7.84%-26.0pp |
| Employer contribution / active EE | $1,395 | $3,184-56.2% | $4,951-71.8% | $2,596-46.3% |
| Participant deferral / active EE | $2,657 | $3,384-21.5% | $5,637-52.9% | $4,027-34.0% |
| Admin fee / account holder | $1,067 | $5,755-81.5% | $14,673-92.7% | $5,403-80.2% |