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 7-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 | $54,523 | $131,829-58.6% | $108,579-49.8% | $273,961-80.1% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | -7.29% | -91.57%+84.3pp | -51.70%+44.4pp | 41.45%-48.7pp |
| Employer contribution / active EE | $5,043 | $4,912+2.7% | $3,758+34.2% | $4,869+3.6% |
| Participant deferral / active EE | $4,945 | $5,127-3.6% | $4,311+14.7% | $5,287-6.5% |
| Admin fee / account holder | $2,426 | $10,252-76.3% | $7,645-68.3% | $10,132-76.1% |