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 3-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 | $23,138 | $72,177-67.9% | $115,037-79.9% | $59,632-61.2% |
| Participation rate | 87.1% | 72.6%+14.5pp | 81.4%+5.7pp | 68.7%+18.4pp |
| Annual return | -3.85% | 12.02%-15.9pp | 26.14%-30.0pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $3,578 | $2,841+25.9% | $4,608-22.3% | $2,203+62.5% |
| Participant deferral / active EE | $7,727 | $4,783+61.6% | $6,026+28.2% | $3,192+142.1% |
| Admin fee / account holder | $3,744 | $4,927-24.0% | $8,175-54.2% | $4,297-12.9% |