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 | $43,678 | $92,222-52.6% | $76,768-43.1% | $135,375-67.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.44% | 5.46%-17.9pp | 2.43%-14.9pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,467 | $3,216-54.4% | $2,485-41.0% | $4,779-69.3% |
| Participant deferral / active EE | $2,776 | $4,509-38.4% | $3,852-27.9% | $5,609-50.5% |
| Admin fee / account holder | $2,302 | $10,748-78.6% | $6,675-65.5% | $10,827-78.7% |