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 | $14,348 | $54,350-73.6% | $82,719-82.7% | $68,494-79.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.89% | -13.67%-7.2pp | 701.18%-722.1pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,335 | $2,218+5.3% | $3,009-22.4% | $2,596-10.1% |
| Participant deferral / active EE | $5,518 | $3,246+70.0% | $4,395+25.5% | $4,027+37.0% |
| Admin fee / account holder | $381 | $4,395-91.3% | $5,329-92.9% | $5,403-92.9% |