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 | $20,353 | $44,850-54.6% | $60,547-66.4% | $59,632-65.9% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -5.95% | 1074.14%-1080.1pp | 335.64%-341.6pp | 2041.28%-2047.2pp |
| Employer contribution / active EE | $1,026 | $1,462-29.8% | $2,419-57.6% | $2,203-53.4% |
| Participant deferral / active EE | $1,517 | $2,230-32.0% | $3,328-54.4% | $3,192-52.5% |
| Admin fee / account holder | $2,027 | $3,635-44.2% | $4,536-55.3% | $4,297-52.8% |