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 | $18,356 | $42,383-56.7% | $76,523-76.0% | $64,186-71.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -9.50% | -16.54%+7.0pp | -0.27%-9.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,980 | $1,563+90.6% | $2,647+12.6% | $2,381+25.2% |
| Participant deferral / active EE | $4,864 | $2,566+89.5% | $3,835+26.8% | $3,470+40.2% |
| Admin fee / account holder | $1,990 | $3,198-37.8% | $4,848-59.0% | $4,888-59.3% |