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 | $78,453 | $107,791-27.2% | $90,645-13.5% | $135,375-42.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.88% | -0.90%-10.0pp | 1.88%-12.8pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,628 | $3,018-46.0% | $2,532-35.7% | $4,779-65.9% |
| Participant deferral / active EE | $2,577 | $3,872-33.5% | $3,425-24.8% | $5,609-54.1% |
| Admin fee / account holder | $1,028 | $5,930-82.7% | $4,994-79.4% | $10,827-90.5% |