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 7-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 | $32,026 | $42,894-25.3% | $60,874-47.4% | $68,494-53.2% |
| Participation rate | 74.4% | 66.8%+7.6pp | 73.1%+1.2pp | 67.9%+6.5pp |
| Annual return | -18.83% | -13.98%-4.8pp | 16.90%-35.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,109 | $1,978+6.6% | $2,701-21.9% | $2,596-18.8% |
| Participant deferral / active EE | $5,336 | $2,867+86.1% | $3,817+39.8% | $4,027+32.5% |
| Admin fee / account holder | $662 | $3,101-78.7% | $3,224-79.5% | $5,403-87.7% |