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 | $31,016 | $77,813-60.1% | $123,544-74.9% | $64,186-51.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -10.24% | 12.48%-22.7pp | 119.20%-129.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $11,984 | $3,014+297.6% | $4,628+159.0% | $2,381+403.4% |
| Participant deferral / active EE | $4,436 | $5,240-15.3% | $6,426-31.0% | $3,470+27.9% |
| Admin fee / account holder | $1,983 | $5,519-64.1% | $9,284-78.6% | $4,888-59.4% |