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 | $42,798 | $65,703-34.9% | $94,224-54.6% | $59,632-28.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.60% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $8,903 | $2,021+340.6% | $3,587+148.2% | $2,203+304.2% |
| Participant deferral / active EE | $3,502 | $3,143+11.4% | $4,320-18.9% | $3,192+9.7% |
| Admin fee / account holder | $433 | $4,264-89.8% | $6,269-93.1% | $4,297-89.9% |