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 | $54,410 | $81,900-33.6% | $119,609-54.5% | $68,494-20.6% |
| Participation rate | 83.9% | 71.9%+12.0pp | 79.3%+4.6pp | 67.9%+16.0pp |
| Annual return | -18.93% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,371 | $2,693-12.0% | $4,232-44.0% | $2,596-8.7% |
| Participant deferral / active EE | $4,414 | $4,148+6.4% | $5,602-21.2% | $4,027+9.6% |
| Admin fee / account holder | $1,088 | $6,582-83.5% | $10,323-89.5% | $5,403-79.9% |