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 | $8,180 | $49,922-83.6% | $80,569-89.8% | $75,163-89.1% |
| Participation rate | 91.5% | 55.3%+36.2pp | 67.0%+24.5pp | 67.2%+24.3pp |
| Annual return | -7.03% | 34.69%-41.7pp | 935.43%-942.5pp | 160.62%-167.7pp |
| Employer contribution / active EE | $971 | $1,698-42.8% | $2,723-64.4% | $2,670-63.6% |
| Participant deferral / active EE | $2,828 | $2,990-5.4% | $4,447-36.4% | $4,125-31.4% |
| Admin fee / account holder | $331 | $3,577-90.7% | $5,377-93.8% | $5,651-94.1% |