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 8-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 | $39,606 | $73,867-46.4% | $143,757-72.4% | $68,494-42.2% |
| Participation rate | 78.4% | 66.7%+11.8pp | 80.3%-1.9pp | 67.9%+10.5pp |
| Annual return | -25.53% | 1.01%-26.5pp | -0.04%-25.5pp | -7.84%-17.7pp |
| Employer contribution / active EE | $4,568 | $3,184+43.5% | $4,951-7.7% | $2,596+75.9% |
| Participant deferral / active EE | $1,957 | $3,384-42.2% | $5,637-65.3% | $4,027-51.4% |
| Admin fee / account holder | $2,023 | $5,755-64.8% | $14,673-86.2% | $5,403-62.6% |