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 | $63,678 | $131,829-51.7% | $108,579-41.4% | $273,961-76.8% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | -7.09% | -91.57%+84.5pp | -51.70%+44.6pp | 41.45%-48.5pp |
| Employer contribution / active EE | $13,324 | $4,912+171.2% | $3,758+254.5% | $4,869+173.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,312 | $10,252-67.7% | $7,645-56.7% | $10,132-67.3% |