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 | $28,381 | $105,860-73.2% | $90,749-68.7% | $134,475-78.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.72% | -11.01%-9.7pp | -12.16%-8.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,298 | $3,462-62.5% | $2,921-55.6% | $4,740-72.6% |
| Participant deferral / active EE | $2,739 | $5,216-47.5% | $4,564-40.0% | $6,400-57.2% |
| Admin fee / account holder | $1,465 | $13,938-89.5% | $8,445-82.6% | $11,426-87.2% |