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 10-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 | $31,341 | $50,958-38.5% | $74,550-58.0% | $64,186-51.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.81% | -1.86%-8.0pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,778 | $1,115+149.1% | $1,961+41.7% | $2,381+16.7% |
| Participant deferral / active EE | $2,459 | $2,301+6.9% | $3,108-20.9% | $3,470-29.1% |
| Admin fee / account holder | $1,166 | $4,223-72.4% | $5,060-77.0% | $4,888-76.2% |