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 | $51,713 | $73,933-30.1% | $96,683-46.5% | $75,163-31.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -7.58% | 26.70%-34.3pp | 35.69%-43.3pp | 160.62%-168.2pp |
| Employer contribution / active EE | $2,959 | $2,928+1.1% | $3,737-20.8% | $2,670+10.8% |
| Participant deferral / active EE | $3,366 | $3,659-8.0% | $4,878-31.0% | $4,125-18.4% |
| Admin fee / account holder | $1,645 | $5,216-68.5% | $6,730-75.5% | $5,651-70.9% |