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 7-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 | $7,316 | $56,835-87.1% | - | $135,375-94.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -12.75% | 2630.74%-2643.5pp | - | 519.73%-532.5pp |
| Employer contribution / active EE | $1,597 | $2,734-41.6% | - | $4,779-66.6% |
| Participant deferral / active EE | $3,951 | $3,681+7.3% | - | $5,609-29.6% |
| Admin fee / account holder | $582 | $1,586-63.3% | - | $10,827-94.6% |