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 | $27,725 | $113,935-75.7% | $94,224-70.6% | $125,391-77.9% |
| Participation rate | 85.0% | 82.9%+2.1pp | 78.8%+6.2pp | 83.2%+1.8pp |
| Annual return | -4.58% | 5.29%-9.9pp | 10.68%-15.3pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,356 | $4,727-71.3% | $3,587-62.2% | $4,866-72.1% |
| Participant deferral / active EE | $2,543 | $5,179-50.9% | $4,320-41.1% | $5,352-52.5% |
| Admin fee / account holder | $673 | $8,391-92.0% | $6,269-89.3% | $9,540-92.9% |