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 | $85,437 | $131,829-35.2% | $108,579-21.3% | $273,961-68.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -2.98% | -91.57%+88.6pp | -51.70%+48.7pp | 41.45%-44.4pp |
| Employer contribution / active EE | $2,096 | $4,912-57.3% | $3,758-44.2% | $4,869-56.9% |
| Participant deferral / active EE | $6,925 | $5,127+35.1% | $4,311+60.6% | $5,287+31.0% |
| Admin fee / account holder | $2,388 | $10,252-76.7% | $7,645-68.8% | $10,132-76.4% |