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 | $20,955 | $73,867-71.6% | $143,757-85.4% | $68,494-69.4% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -19.35% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,018 | $3,184-36.6% | $4,951-59.2% | $2,596-22.3% |
| Participant deferral / active EE | $4,016 | $3,384+18.7% | $5,637-28.7% | $4,027-0.3% |
| Admin fee / account holder | $1,074 | $5,755-81.3% | $14,673-92.7% | $5,403-80.1% |