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 | $34,634 | $113,935-69.6% | $94,224-63.2% | $125,391-72.4% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | -7.93% | 5.29%-13.2pp | 10.68%-18.6pp | 282.22%-290.2pp |
| Employer contribution / active EE | $2,722 | $4,727-42.4% | $3,587-24.1% | $4,866-44.1% |
| Participant deferral / active EE | $3,702 | $5,179-28.5% | $4,320-14.3% | $5,352-30.8% |
| Admin fee / account holder | $2,185 | $8,391-74.0% | $6,269-65.2% | $9,540-77.1% |