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 6-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 | $11,689 | $73,867-84.2% | $143,757-91.9% | $68,494-82.9% |
| Participation rate | 88.6% | 66.7%+22.0pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -25.78% | 1.01%-26.8pp | -0.04%-25.7pp | -7.84%-17.9pp |
| Employer contribution / active EE | $992 | $3,184-68.8% | $4,951-80.0% | $2,596-61.8% |
| Participant deferral / active EE | $4,340 | $3,384+28.2% | $5,637-23.0% | $4,027+7.8% |
| Admin fee / account holder | $646 | $5,755-88.8% | $14,673-95.6% | $5,403-88.0% |