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 | $38,298 | $45,152-15.2% | $73,843-48.1% | $59,632-35.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -3.86% | 27.40%-31.3pp | 2267.84%-2271.7pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $2,064 | $1,902+8.5% | $2,787-26.0% | $2,203-6.3% |
| Participant deferral / active EE | $2,060 | $2,574-19.9% | $3,583-42.5% | $3,192-35.4% |
| Admin fee / account holder | $1,825 | $3,516-48.1% | $4,880-62.6% | $4,297-57.5% |