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 7-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 | $31,648 | $142,344-77.8% | $119,609-73.5% | $134,475-76.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -21.18% | -12.44%-8.7pp | -14.97%-6.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,873 | $5,222-25.8% | $4,232-8.5% | $4,740-18.3% |
| Participant deferral / active EE | $7,737 | $6,469+19.6% | $5,602+38.1% | $6,400+20.9% |
| Admin fee / account holder | $2,785 | $13,584-79.5% | $10,323-73.0% | $11,426-75.6% |