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 | $17,186 | $54,350-68.4% | $82,719-79.2% | $68,494-74.9% |
| Participation rate | 71.4% | 63.9%+7.5pp | 72.6%-1.1pp | 67.9%+3.5pp |
| Annual return | -21.35% | -13.67%-7.7pp | 701.18%-722.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $708 | $2,218-68.1% | $3,009-76.5% | $2,596-72.7% |
| Participant deferral / active EE | $3,174 | $3,246-2.2% | $4,395-27.8% | $4,027-21.2% |
| Admin fee / account holder | $425 | $4,395-90.3% | $5,329-92.0% | $5,403-92.1% |