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 8-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 | $12,258 | $73,867-83.4% | $143,757-91.5% | $68,494-82.1% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -21.76% | 1.01%-22.8pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,576 | $3,184-50.5% | $4,951-68.2% | $2,596-39.3% |
| Participant deferral / active EE | $3,182 | $3,384-6.0% | $5,637-43.6% | $4,027-21.0% |
| Admin fee / account holder | $430 | $5,755-92.5% | $14,673-97.1% | $5,403-92.0% |