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 | $28,410 | $72,277-60.7% | $101,248-71.9% | $79,858-64.4% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | -8.30% | 22.30%-30.6pp | 46.47%-54.8pp | 31.71%-40.0pp |
| Employer contribution / active EE | $2,837 | $2,692+5.4% | $3,660-22.5% | $2,471+14.8% |
| Participant deferral / active EE | $2,130 | $3,282-35.1% | $4,370-51.3% | $3,740-43.0% |
| Admin fee / account holder | $4,035 | $4,400-8.3% | $5,945-32.1% | $5,306-24.0% |