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 | $27,404 | $71,883-61.9% | $86,677-68.4% | $68,494-60.0% |
| Participation rate | 85.5% | 72.2%+13.3pp | 76.6%+9.0pp | 67.9%+17.6pp |
| Annual return | -19.23% | 3.52%-22.8pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,417 | $2,173-34.8% | $2,836-50.1% | $2,596-45.4% |
| Participant deferral / active EE | $2,493 | $3,779-34.0% | $4,656-46.4% | $4,027-38.1% |
| Admin fee / account holder | $1,235 | $6,112-79.8% | $7,493-83.5% | $5,403-77.1% |