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 | $24,059 | $72,177-66.7% | $115,037-79.1% | $59,632-59.7% |
| Participation rate | 71.0% | 72.6%-1.5pp | 81.4%-10.4pp | 68.7%+2.3pp |
| Annual return | -2.83% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,883 | $2,841-33.7% | $4,608-59.1% | $2,203-14.5% |
| Participant deferral / active EE | $3,082 | $4,783-35.6% | $6,026-48.9% | $3,192-3.4% |
| Admin fee / account holder | $2,600 | $4,927-47.2% | $8,175-68.2% | $4,297-39.5% |