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 | $68,281 | $115,882-41.1% | $100,516-32.1% | $158,922-57.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | -10.68% | 34.79%-45.5pp | 30.89%-41.6pp | 302.83%-313.5pp |
| Employer contribution / active EE | $1,315 | $4,103-67.9% | $3,418-61.5% | $4,761-72.4% |
| Participant deferral / active EE | $4,980 | $6,674-25.4% | $6,270-20.6% | $5,982-16.7% |
| Admin fee / account holder | $552 | $10,995-95.0% | $8,081-93.2% | $11,246-95.1% |