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 | $16,817 | $42,383-60.3% | $76,523-78.0% | $64,186-73.8% |
| Participation rate | 96.2% | 58.1%+38.0pp | 68.0%+28.2pp | 69.6%+26.6pp |
| Annual return | -9.21% | -16.54%+7.3pp | -0.27%-8.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,540 | $1,563-1.5% | $2,647-41.8% | $2,381-35.3% |
| Participant deferral / active EE | $3,508 | $2,566+36.7% | $3,835-8.5% | $3,470+1.1% |
| Admin fee / account holder | $883 | $3,198-72.4% | $4,848-81.8% | $4,888-81.9% |