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 | $25,717 | $73,004-64.8% | $90,749-71.7% | $68,494-62.5% |
| Participation rate | 98.2% | 70.8%+27.4pp | 75.7%+22.6pp | 67.9%+30.4pp |
| Annual return | -18.84% | -13.81%-5.0pp | -12.16%-6.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,353 | $2,193-38.3% | $2,921-53.7% | $2,596-47.9% |
| Participant deferral / active EE | $3,601 | $3,627-0.7% | $4,564-21.1% | $4,027-10.6% |
| Admin fee / account holder | $403 | $5,896-93.2% | $8,445-95.2% | $5,403-92.5% |