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 7-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 | $21,428 | $73,867-71.0% | $143,757-85.1% | $68,494-68.7% |
| Participation rate | 72.5% | 66.7%+5.8pp | 80.3%-7.8pp | 67.9%+4.6pp |
| Annual return | -21.23% | 1.01%-22.2pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,403 | $3,184-55.9% | $4,951-71.7% | $2,596-46.0% |
| Participant deferral / active EE | $3,969 | $3,384+17.3% | $5,637-29.6% | $4,027-1.5% |
| Admin fee / account holder | $1,425 | $5,755-75.2% | $14,673-90.3% | $5,403-73.6% |