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 | $40,091 | $71,883-44.2% | $86,677-53.7% | $68,494-41.5% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -22.65% | 3.52%-26.2pp | 35.91%-58.6pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,032 | $2,173-52.5% | $2,836-63.6% | $2,596-60.3% |
| Participant deferral / active EE | $4,337 | $3,779+14.8% | $4,656-6.8% | $4,027+7.7% |
| Admin fee / account holder | $630 | $6,112-89.7% | $7,493-91.6% | $5,403-88.3% |