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 | $51,255 | $95,971-46.6% | $74,550-31.2% | $135,375-62.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.56% | 56.96%-68.5pp | 32.53%-44.1pp | 519.73%-531.3pp |
| Employer contribution / active EE | $5,321 | $2,716+95.9% | $1,961+171.4% | $4,779+11.4% |
| Participant deferral / active EE | $13,031 | $3,843+239.0% | $3,108+319.3% | $5,609+132.3% |
| Admin fee / account holder | $8,930 | $6,522+36.9% | $5,060+76.5% | $10,827-17.5% |