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 | $56,417 | $113,935-50.5% | $94,224-40.1% | $125,391-55.0% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -3.64% | 5.29%-8.9pp | 10.68%-14.3pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,958 | $4,727-58.6% | $3,587-45.4% | $4,866-59.8% |
| Participant deferral / active EE | $5,780 | $5,179+11.6% | $4,320+33.8% | $5,352+8.0% |
| Admin fee / account holder | $1,237 | $8,391-85.3% | $6,269-80.3% | $9,540-87.0% |