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 | $36,458 | $78,694-53.7% | $67,652-46.1% | $125,391-70.9% |
| Participation rate | 73.3% | 78.8%-5.5pp | 75.7%-2.3pp | 83.2%-9.9pp |
| Annual return | -4.29% | 9.46%-13.8pp | 6625.04%-6629.3pp | 282.22%-286.5pp |
| Employer contribution / active EE | $2,274 | $3,044-25.3% | $2,266+0.4% | $4,866-53.3% |
| Participant deferral / active EE | $4,873 | $4,292+13.5% | $3,560+36.9% | $5,352-8.9% |
| Admin fee / account holder | $3,521 | $7,403-52.4% | $4,821-27.0% | $9,540-63.1% |