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 | $25,856 | $59,805-56.8% | $79,550-67.5% | $68,494-62.3% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.5%+9.1pp | 67.9%+10.7pp |
| Annual return | -24.98% | -12.30%-12.7pp | 0.16%-25.1pp | -7.84%-17.1pp |
| Employer contribution / active EE | $328 | $1,505-78.2% | $2,413-86.4% | $2,596-87.4% |
| Participant deferral / active EE | $1,641 | $3,024-45.8% | $3,985-58.8% | $4,027-59.3% |
| Admin fee / account holder | $581 | $4,835-88.0% | $6,832-91.5% | $5,403-89.2% |