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 | $27,933 | $45,438-38.5% | $80,004-65.1% | $59,632-53.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -5.08% | 5.10%-10.2pp | 7.63%-12.7pp | 2041.28%-2046.4pp |
| Employer contribution / active EE | $7,154 | $1,236+478.9% | $2,473+189.3% | $2,203+224.8% |
| Participant deferral / active EE | $8,556 | $2,231+283.5% | $3,204+167.1% | $3,192+168.1% |
| Admin fee / account holder | $993 | $3,464-71.3% | $5,033-80.3% | $4,297-76.9% |