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 6-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 | $37,617 | $59,107-36.4% | $86,436-56.5% | $68,494-45.1% |
| Participation rate | 76.8% | 75.2%+1.6pp | 80.3%-3.5pp | 67.9%+9.0pp |
| Annual return | -19.29% | -0.23%-19.1pp | 4394.89%-4414.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,394 | $2,519-5.0% | $3,769-36.5% | $2,596-7.8% |
| Participant deferral / active EE | $6,665 | $5,901+12.9% | $6,952-4.1% | $4,027+65.5% |
| Admin fee / account holder | $752 | $5,637-86.7% | $6,731-88.8% | $5,403-86.1% |