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 3-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 | $10,150 | $107,452-90.6% | $91,541-88.9% | $142,382-92.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | -17.02% | 22.06%-39.1pp | 20.50%-37.5pp | 217.08%-234.1pp |
| Employer contribution / active EE | $2,427 | $2,994-19.0% | $2,505-3.1% | $4,299-43.6% |
| Participant deferral / active EE | $3,803 | $4,754-20.0% | $4,008-5.1% | $6,507-41.6% |
| Admin fee / account holder | $1,952 | $8,834-77.9% | $6,956-71.9% | $12,624-84.5% |