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 | $31,282 | $73,004-57.2% | $90,749-65.5% | $68,494-54.3% |
| Participation rate | 94.9% | 70.8%+24.0pp | 75.7%+19.2pp | 67.9%+27.0pp |
| Annual return | -18.93% | -13.81%-5.1pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,859 | $2,193-15.2% | $2,921-36.3% | $2,596-28.4% |
| Participant deferral / active EE | $4,173 | $3,627+15.1% | $4,564-8.6% | $4,027+3.6% |
| Admin fee / account holder | $1,673 | $5,896-71.6% | $8,445-80.2% | $5,403-69.0% |