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 6-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 | $31,893 | $73,867-56.8% | $143,757-77.8% | $68,494-53.4% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -19.95% | 1.01%-21.0pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,291 | $3,184-28.0% | $4,951-53.7% | $2,596-11.7% |
| Participant deferral / active EE | $3,587 | $3,384+6.0% | $5,637-36.4% | $4,027-10.9% |
| Admin fee / account holder | $333 | $5,755-94.2% | $14,673-97.7% | $5,403-93.8% |