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 | $10,419 | $95,862-89.1% | $79,550-86.9% | $134,475-92.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -29.88% | -2.69%-27.2pp | 0.16%-30.0pp | 417.96%-447.8pp |
| Employer contribution / active EE | $601 | $3,128-80.8% | $2,413-75.1% | $4,740-87.3% |
| Participant deferral / active EE | $2,167 | $4,693-53.8% | $3,985-45.6% | $6,400-66.1% |
| Admin fee / account holder | $1,374 | $9,126-84.9% | $6,832-79.9% | $11,426-88.0% |