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 4-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 | $13,956 | $104,974-86.7% | $95,585-85.4% | $142,382-90.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 1.29% | 210.33%-209.0pp | 38.56%-37.3pp | 217.08%-215.8pp |
| Employer contribution / active EE | $1,841 | $2,779-33.7% | $2,527-27.1% | $4,299-57.2% |
| Participant deferral / active EE | $2,504 | $4,352-42.5% | $4,023-37.8% | $6,507-61.5% |
| Admin fee / account holder | $938 | $6,386-85.3% | $6,127-84.7% | $12,624-92.6% |