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 | $13,474 | $73,867-81.8% | $143,757-90.6% | $68,494-80.3% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -21.96% | 1.01%-23.0pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,654 | $3,184-48.0% | $4,951-66.6% | $2,596-36.3% |
| Participant deferral / active EE | $5,047 | $3,384+49.1% | $5,637-10.5% | $4,027+25.3% |
| Admin fee / account holder | $592 | $5,755-89.7% | $14,673-96.0% | $5,403-89.0% |