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 7-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 | $4,295 | $27,641-84.5% | $61,373-93.0% | $68,494-93.7% |
| Participation rate | 97.1% | 39.5%+57.7pp | 52.6%+44.6pp | 67.9%+29.3pp |
| Annual return | -26.04% | -13.24%-12.8pp | 338.61%-364.6pp | -7.84%-18.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,991 | $1,263+57.6% | $2,125-6.3% | $4,027-50.6% |
| Admin fee / account holder | $579 | $2,010-71.2% | $2,130-72.8% | $5,403-89.3% |