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 8-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 | $11,716 | $73,867-84.1% | $143,757-91.8% | $68,494-82.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -24.00% | 1.01%-25.0pp | -0.04%-24.0pp | -7.84%-16.2pp |
| Employer contribution / active EE | $2,247 | $3,184-29.4% | $4,951-54.6% | $2,596-13.5% |
| Participant deferral / active EE | $1,551 | $3,384-54.2% | $5,637-72.5% | $4,027-61.5% |
| Admin fee / account holder | $981 | $5,755-83.0% | $14,673-93.3% | $5,403-81.8% |