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 | $23,296 | $57,354-59.4% | $83,848-72.2% | $64,186-63.7% |
| Participation rate | 81.0% | 68.6%+12.4pp | 76.1%+4.9pp | 69.6%+11.4pp |
| Annual return | -10.01% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,560 | $2,545-38.7% | $3,631-57.0% | $2,381-34.5% |
| Participant deferral / active EE | $1,281 | $2,993-57.2% | $4,082-68.6% | $3,470-63.1% |
| Admin fee / account holder | $3,142 | $4,046-22.3% | $5,478-42.6% | $4,888-35.7% |