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 | $30,827 | $81,900-62.4% | $119,609-74.2% | $68,494-55.0% |
| Participation rate | 82.1% | 71.9%+10.2pp | 79.3%+2.8pp | 67.9%+14.2pp |
| Annual return | -20.68% | -23.82%+3.1pp | -14.97%-5.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,840 | $2,693-31.7% | $4,232-56.5% | $2,596-29.1% |
| Participant deferral / active EE | $3,809 | $4,148-8.2% | $5,602-32.0% | $4,027-5.4% |
| Admin fee / account holder | $1,555 | $6,582-76.4% | $10,323-84.9% | $5,403-71.2% |