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 | $27,297 | $42,894-36.4% | $60,874-55.2% | $68,494-60.1% |
| Participation rate | 72.9% | 66.8%+6.1pp | 73.1%-0.2pp | 67.9%+5.0pp |
| Annual return | -18.82% | -13.98%-4.8pp | 16.90%-35.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,366 | $1,978-30.9% | $2,701-49.4% | $2,596-47.4% |
| Participant deferral / active EE | $1,715 | $2,867-40.2% | $3,817-55.1% | $4,027-57.4% |
| Admin fee / account holder | $4,601 | $3,101+48.4% | $3,224+42.7% | $5,403-14.8% |