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 | $43,224 | $110,094-60.7% | $151,611-71.5% | $68,494-36.9% |
| Participation rate | 73.9% | 84.0%-10.1pp | 87.5%-13.6pp | 67.9%+6.0pp |
| Annual return | -19.33% | -10.12%-9.2pp | 3.33%-22.7pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,748 | $4,471-38.5% | $6,166-55.4% | $2,596+5.8% |
| Participant deferral / active EE | $5,261 | $6,527-19.4% | $8,363-37.1% | $4,027+30.6% |
| Admin fee / account holder | $1,014 | $7,719-86.9% | $11,616-91.3% | $5,403-81.2% |