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 | $44,152 | $100,901-56.2% | $75,670-41.7% | $147,584-70.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 0.04% | 35.78%-35.7pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $4,375 | $3,253+34.5% | $2,352+86.0% | $4,876-10.3% |
| Participant deferral / active EE | $6,318 | $4,027+56.9% | $3,142+101.1% | $5,439+16.2% |
| Admin fee / account holder | $3,677 | $11,285-67.4% | $5,800-36.6% | $10,885-66.2% |