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 | $44,200 | $107,791-59.0% | $90,645-51.2% | $135,375-67.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.66% | -0.90%-9.8pp | 1.88%-12.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,965 | $3,018+31.4% | $2,532+56.6% | $4,779-17.0% |
| Participant deferral / active EE | $10,810 | $3,872+179.2% | $3,425+215.7% | $5,609+92.7% |
| Admin fee / account holder | $593 | $5,930-90.0% | $4,994-88.1% | $10,827-94.5% |