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 | $38,050 | $73,867-48.5% | $143,757-73.5% | $68,494-44.4% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -22.29% | 1.01%-23.3pp | -0.04%-22.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,148 | $3,184-32.6% | $4,951-56.6% | $2,596-17.3% |
| Participant deferral / active EE | $2,607 | $3,384-23.0% | $5,637-53.7% | $4,027-35.3% |
| Admin fee / account holder | $532 | $5,755-90.8% | $14,673-96.4% | $5,403-90.2% |