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 | $57,637 | $81,900-29.6% | $119,609-51.8% | $68,494-15.9% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | -20.60% | -23.82%+3.2pp | -14.97%-5.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $939 | $2,693-65.1% | $4,232-77.8% | $2,596-63.8% |
| Participant deferral / active EE | $2,901 | $4,148-30.1% | $5,602-48.2% | $4,027-28.0% |
| Admin fee / account holder | $9,900 | $6,582+50.4% | $10,323-4.1% | $5,403+83.2% |