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 5-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 | $10,727 | $73,867-85.5% | $143,757-92.5% | $68,494-84.3% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -21.68% | 1.01%-22.7pp | -0.04%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,638 | $3,184-48.5% | $4,951-66.9% | $2,596-36.9% |
| Participant deferral / active EE | $3,116 | $3,384-7.9% | $5,637-44.7% | $4,027-22.6% |
| Admin fee / account holder | $380 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |