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 | $34,319 | $87,540-60.8% | $75,781-54.7% | $125,391-72.6% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -5.08% | 13.48%-18.6pp | 9.68%-14.8pp | 282.22%-287.3pp |
| Employer contribution / active EE | $2,138 | $3,930-45.6% | $3,323-35.7% | $4,866-56.1% |
| Participant deferral / active EE | $5,879 | $4,229+39.0% | $3,651+61.0% | $5,352+9.9% |
| Admin fee / account holder | $1,005 | $6,502-84.5% | $5,299-81.0% | $9,540-89.5% |