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 | $22,136 | $49,280-55.1% | $67,313-67.1% | $64,186-65.5% |
| Participation rate | 80.8% | 60.8%+20.0pp | 69.1%+11.7pp | 69.6%+11.2pp |
| Annual return | -10.41% | -1.39%-9.0pp | -4.08%-6.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $3,581 | $1,668+114.6% | $2,566+39.6% | $2,381+50.4% |
| Participant deferral / active EE | $5,800 | $2,484+133.5% | $3,568+62.5% | $3,470+67.2% |
| Admin fee / account holder | $502 | $3,863-87.0% | $4,507-88.9% | $4,888-89.7% |