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 | $38,475 | $69,518-44.7% | $59,878-35.7% | $135,375-71.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -13.13% | 7.94%-21.1pp | 3.46%-16.6pp | 519.73%-532.9pp |
| Employer contribution / active EE | $3,006 | $3,235-7.1% | $2,722+10.4% | $4,779-37.1% |
| Participant deferral / active EE | $14,140 | $4,206+236.2% | $3,402+315.6% | $5,609+152.1% |
| Admin fee / account holder | $749 | $5,734-86.9% | $3,590-79.1% | $10,827-93.1% |