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 | $36,171 | $65,061-44.4% | $143,757-74.8% | $66,914-45.9% |
| Participation rate | 73.3% | 65.2%+8.1pp | 80.3%-7.0pp | 69.8%+3.5pp |
| Annual return | -18.93% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $772 | $2,361-67.3% | $4,951-84.4% | $2,544-69.6% |
| Participant deferral / active EE | $3,632 | $2,919+24.4% | $5,637-35.6% | $4,237-14.3% |
| Admin fee / account holder | $6,366 | $502+1168.3% | $14,673-56.6% | $593+973.1% |