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 | $19,030 | $43,483-56.2% | $54,726-65.2% | $64,186-70.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | -11.31% | -1.03%-10.3pp | -4.56%-6.7pp | 7.63%-18.9pp |
| Employer contribution / active EE | $4,261 | $2,632+61.9% | $3,449+23.5% | $2,381+79.0% |
| Participant deferral / active EE | $1,925 | $3,102-37.9% | $3,953-51.3% | $3,470-44.5% |
| Admin fee / account holder | $1,702 | $4,250-59.9% | $3,818-55.4% | $4,888-65.2% |