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 | $107,665 | $81,900+31.5% | $119,609-10.0% | $68,494+57.2% |
| Participation rate | 70.0% | 71.9%-1.9pp | 79.3%-9.3pp | 67.9%+2.1pp |
| Annual return | -19.24% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,018 | $2,693-25.1% | $4,232-52.3% | $2,596-22.3% |
| Participant deferral / active EE | $4,029 | $4,148-2.9% | $5,602-28.1% | $4,0270% |
| Admin fee / account holder | $12,653 | $6,582+92.2% | $10,323+22.6% | $5,403+134.2% |