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 | $31,033 | $78,694-60.6% | $67,652-54.1% | $125,391-75.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.72% | 9.46%-13.2pp | 6625.04%-6628.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,897 | $3,044-37.7% | $2,266-16.3% | $4,866-61.0% |
| Participant deferral / active EE | $4,086 | $4,292-4.8% | $3,560+14.8% | $5,352-23.6% |
| Admin fee / account holder | $953 | $7,403-87.1% | $4,821-80.2% | $9,540-90.0% |