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 7-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 | $42,138 | $142,344-70.4% | $119,609-64.8% | $134,475-68.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -20.20% | -12.44%-7.8pp | -14.97%-5.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,293 | $5,222-56.1% | $4,232-45.8% | $4,740-51.6% |
| Participant deferral / active EE | $8,444 | $6,469+30.5% | $5,602+50.7% | $6,400+31.9% |
| Admin fee / account holder | $1,973 | $13,584-85.5% | $10,323-80.9% | $11,426-82.7% |