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 | $53,420 | $87,540-39.0% | $75,781-29.5% | $125,391-57.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.44% | 13.48%-17.9pp | 9.68%-14.1pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,876 | $3,930-52.3% | $3,323-43.6% | $4,866-61.5% |
| Participant deferral / active EE | $1,021 | $4,229-75.9% | $3,651-72.0% | $5,352-80.9% |
| Admin fee / account holder | $2,054 | $6,502-68.4% | $5,299-61.2% | $9,540-78.5% |