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 | $24,514 | $72,177-66.0% | $115,037-78.7% | $59,632-58.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.53% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $3,750 | $2,841+32.0% | $4,608-18.6% | $2,203+70.2% |
| Participant deferral / active EE | $6,770 | $4,783+41.5% | $6,026+12.3% | $3,192+112.1% |
| Admin fee / account holder | $726 | $4,927-85.3% | $8,175-91.1% | $4,297-83.1% |