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 8-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 | $14,013 | $54,350-74.2% | $82,719-83.1% | $68,494-79.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.75% | -13.67%-7.1pp | 701.18%-721.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,935 | $2,218+32.3% | $3,009-2.5% | $2,596+13.0% |
| Participant deferral / active EE | $3,346 | $3,246+3.1% | $4,395-23.9% | $4,027-16.9% |
| Admin fee / account holder | $1,131 | $4,395-74.3% | $5,329-78.8% | $5,403-79.1% |