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 | $50,968 | $72,607-29.8% | $90,749-43.8% | $66,914-23.8% |
| Participation rate | 78.4% | 73.7%+4.8pp | 75.7%+2.7pp | 69.8%+8.6pp |
| Annual return | -19.16% | -12.28%-6.9pp | -12.16%-7.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,068 | $2,369-54.9% | $2,921-63.4% | $2,544-58.0% |
| Participant deferral / active EE | $4,195 | $3,977+5.5% | $4,564-8.1% | $4,237-1.0% |
| Admin fee / account holder | $7,551 | $707+967.6% | $8,445-10.6% | $593+1172.7% |