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 | $24,833 | $127,386-80.5% | $115,037-78.4% | $125,391-80.2% |
| Participation rate | 82.6% | 84.2%-1.5pp | 81.4%+1.2pp | 83.2%-0.6pp |
| Annual return | -4.13% | 31.28%-35.4pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,121 | $5,166-78.3% | $4,608-75.7% | $4,866-77.0% |
| Participant deferral / active EE | $2,914 | $6,423-54.6% | $6,026-51.6% | $5,352-45.5% |
| Admin fee / account holder | $2,579 | $9,516-72.9% | $8,175-68.5% | $9,540-73.0% |