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 | $19,501 | $64,707-69.9% | $112,228-82.6% | $68,494-71.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.47% | -11.40%-8.1pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,928 | $2,746+6.6% | $3,635-19.5% | $2,596+12.8% |
| Participant deferral / active EE | $5,247 | $3,565+47.2% | $4,728+11.0% | $4,027+30.3% |
| Admin fee / account holder | $1,112 | $5,232-78.8% | $6,410-82.7% | $5,403-79.4% |