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 6-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 | $30,266 | $71,883-57.9% | $86,677-65.1% | $68,494-55.8% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -24.83% | 3.52%-28.4pp | 35.91%-60.7pp | -7.84%-17.0pp |
| Employer contribution / active EE | $3,220 | $2,173+48.2% | $2,836+13.5% | $2,596+24.0% |
| Participant deferral / active EE | $7,294 | $3,779+93.0% | $4,656+56.7% | $4,027+81.1% |
| Admin fee / account holder | $1,755 | $6,112-71.3% | $7,493-76.6% | $5,403-67.5% |