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 | $27,221 | $73,004-62.7% | $90,749-70.0% | $68,494-60.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -20.62% | -13.81%-6.8pp | -12.16%-8.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $6,396 | $2,193+191.7% | $2,921+119.0% | $2,596+146.4% |
| Participant deferral / active EE | $2,167 | $3,627-40.2% | $4,564-52.5% | $4,027-46.2% |
| Admin fee / account holder | $388 | $5,896-93.4% | $8,445-95.4% | $5,403-92.8% |