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 | $37,542 | $77,813-51.8% | $123,544-69.6% | $64,186-41.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -15.05% | 12.48%-27.5pp | 119.20%-134.2pp | 7.63%-22.7pp |
| Employer contribution / active EE | $5,103 | $3,014+69.3% | $4,628+10.3% | $2,381+114.4% |
| Participant deferral / active EE | $6,880 | $5,240+31.3% | $6,426+7.1% | $3,470+98.3% |
| Admin fee / account holder | $1,065 | $5,519-80.7% | $9,284-88.5% | $4,888-78.2% |