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 | $17,566 | $63,703-72.4% | $93,063-81.1% | $82,448-78.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 10.06% | -775.43%+785.5pp | 34.15%-24.1pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,434 | $1,729+40.8% | $2,476-1.7% | $2,551-4.6% |
| Participant deferral / active EE | $2,324 | $2,919-20.4% | $3,958-41.3% | $4,139-43.8% |
| Admin fee / account holder | $1,865 | $5,982-68.8% | $6,033-69.1% | $7,234-74.2% |