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 | $30,441 | $59,805-49.1% | $79,550-61.7% | $68,494-55.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.47% | -12.30%-7.2pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,149 | $1,505+109.2% | $2,413+30.5% | $2,596+21.3% |
| Participant deferral / active EE | $3,601 | $3,024+19.1% | $3,985-9.6% | $4,027-10.6% |
| Admin fee / account holder | $1,402 | $4,835-71.0% | $6,832-79.5% | $5,403-74.1% |