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 | $39,960 | $72,404-44.8% | $110,238-63.8% | $64,186-37.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -9.35% | -6.29%-3.1pp | 314.74%-324.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $4,600 | $2,282+101.6% | $3,826+20.2% | $2,381+93.2% |
| Participant deferral / active EE | $7,230 | $3,469+108.4% | $4,672+54.8% | $3,470+108.4% |
| Admin fee / account holder | $1,998 | $5,664-64.7% | $8,547-76.6% | $4,888-59.1% |