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 | $21,308 | $54,350-60.8% | $82,719-74.2% | $68,494-68.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.77% | -13.67%-6.1pp | 701.18%-720.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,217 | $2,218+45.0% | $3,009+6.9% | $2,596+23.9% |
| Participant deferral / active EE | $7,740 | $3,246+138.4% | $4,395+76.1% | $4,027+92.2% |
| Admin fee / account holder | $731 | $4,395-83.4% | $5,329-86.3% | $5,403-86.5% |