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 | $21,594 | $73,867-70.8% | $143,757-85.0% | $68,494-68.5% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -23.07% | 1.01%-24.1pp | -0.04%-23.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $766 | $3,184-76.0% | $4,951-84.5% | $2,596-70.5% |
| Participant deferral / active EE | $3,479 | $3,384+2.8% | $5,637-38.3% | $4,027-13.6% |
| Admin fee / account holder | $627 | $5,755-89.1% | $14,673-95.7% | $5,403-88.4% |