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 | $31,777 | $71,883-55.8% | $86,677-63.3% | $68,494-53.6% |
| Participation rate | 95.4% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -20.69% | 3.52%-24.2pp | 35.91%-56.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $834 | $2,173-61.6% | $2,836-70.6% | $2,596-67.9% |
| Participant deferral / active EE | $2,827 | $3,779-25.2% | $4,656-39.3% | $4,027-29.8% |
| Admin fee / account holder | $785 | $6,112-87.2% | $7,493-89.5% | $5,403-85.5% |