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 | $58,755 | $135,952-56.8% | $123,892-52.6% | $273,961-78.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | -3.26% | 56.63%-59.9pp | 47.52%-50.8pp | 41.45%-44.7pp |
| Employer contribution / active EE | $4,075 | $5,170-21.2% | $4,617-11.7% | $4,869-16.3% |
| Participant deferral / active EE | $3,248 | $6,343-48.8% | $5,984-45.7% | $5,287-38.6% |
| Admin fee / account holder | $1,128 | $9,817-88.5% | $8,357-86.5% | $10,132-88.9% |