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 | $17,778 | $57,354-69.0% | $83,848-78.8% | $64,186-72.3% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | -8.82% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $6,331 | $2,545+148.7% | $3,631+74.4% | $2,381+165.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,759 | $4,046-31.8% | $5,478-49.6% | $4,888-43.6% |