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 | $39,295 | $92,222-57.4% | $76,768-48.8% | $135,375-71.0% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -10.30% | 5.46%-15.8pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,444 | $3,216-55.1% | $2,485-41.9% | $4,779-69.8% |
| Participant deferral / active EE | $4,301 | $4,509-4.6% | $3,852+11.7% | $5,609-23.3% |
| Admin fee / account holder | $5,883 | $10,748-45.3% | $6,675-11.9% | $10,827-45.7% |