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 | $22,631 | $91,911-75.4% | $68,793-67.1% | $135,375-83.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -18.50% | -8.22%-10.3pp | -4.63%-13.9pp | 519.73%-538.2pp |
| Employer contribution / active EE | $1,938 | $3,924-50.6% | $2,625-26.2% | $4,779-59.4% |
| Participant deferral / active EE | $8,590 | $4,315+99.1% | $3,311+159.4% | $5,609+53.1% |
| Admin fee / account holder | $314 | $9,240-96.6% | $5,131-93.9% | $10,827-97.1% |