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 5-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 | $24,284 | $42,894-43.4% | $60,874-60.1% | $68,494-64.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -20.18% | -13.98%-6.2pp | 16.90%-37.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,050 | $1,978+3.6% | $2,701-24.1% | $2,596-21.1% |
| Participant deferral / active EE | $3,339 | $2,867+16.5% | $3,817-12.5% | $4,027-17.1% |
| Admin fee / account holder | $3,833 | $3,101+23.6% | $3,224+18.9% | $5,403-29.0% |