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 | $26,430 | $56,357-53.1% | $104,294-74.7% | $68,494-61.4% |
| Participation rate | 80.8% | 63.3%+17.5pp | 73.3%+7.5pp | 67.9%+12.9pp |
| Annual return | -21.04% | -9.19%-11.9pp | 24.61%-45.6pp | -7.84%-13.2pp |
| Employer contribution / active EE | $6,891 | $1,960+251.6% | $3,372+104.4% | $2,596+165.4% |
| Participant deferral / active EE | $7,922 | $3,077+157.4% | $4,625+71.3% | $4,027+96.7% |
| Admin fee / account holder | $468 | $4,903-90.5% | $7,339-93.6% | $5,403-91.3% |