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 4-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 | $12,266 | $95,862-87.2% | $79,550-84.6% | $134,475-90.9% |
| Participation rate | 81.3% | 75.0%+6.2pp | 69.5%+11.8pp | 81.2%0pp |
| Annual return | -36.92% | -2.69%-34.2pp | 0.16%-37.1pp | 417.96%-454.9pp |
| Employer contribution / active EE | $1,182 | $3,128-62.2% | $2,413-51.0% | $4,740-75.1% |
| Participant deferral / active EE | $2,892 | $4,693-38.4% | $3,985-27.4% | $6,400-54.8% |
| Admin fee / account holder | $2,113 | $9,126-76.9% | $6,832-69.1% | $11,426-81.5% |