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 | $25,545 | $76,912-66.8% | $129,110-80.2% | $68,494-62.7% |
| Participation rate | 74.2% | 69.1%+5.1pp | 77.3%-3.1pp | 67.9%+6.3pp |
| Annual return | -20.90% | -9.78%-11.1pp | -10.94%-10.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $3,261 | $3,243+0.6% | $5,052-35.5% | $2,596+25.6% |
| Participant deferral / active EE | $5,043 | $4,732+6.6% | $6,542-22.9% | $4,027+25.2% |
| Admin fee / account holder | $1,757 | $6,638-73.5% | $14,302-87.7% | $5,403-67.5% |