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 | $22,625 | $97,044-76.7% | $83,333-72.9% | $135,375-83.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.36% | 12.31%-22.7pp | 10.63%-21.0pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,599 | $4,143-61.4% | $3,379-52.7% | $4,779-66.5% |
| Participant deferral / active EE | $4,129 | $5,964-30.8% | $5,565-25.8% | $5,609-26.4% |
| Admin fee / account holder | $1,286 | $8,380-84.6% | $7,510-82.9% | $10,827-88.1% |