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 | $22,040 | $92,222-76.1% | $76,768-71.3% | $135,375-83.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -10.62% | 5.46%-16.1pp | 2.43%-13.0pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,867 | $3,216-10.8% | $2,485+15.4% | $4,779-40.0% |
| Participant deferral / active EE | $4,533 | $4,509+0.5% | $3,852+17.7% | $5,609-19.2% |
| Admin fee / account holder | $1,132 | $10,748-89.5% | $6,675-83.0% | $10,827-89.5% |