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 | $45,173 | $56,199-19.6% | $67,652-33.2% | $59,632-24.2% |
| Participation rate | 72.0% | 71.5%+0.5pp | 75.7%-3.7pp | 68.7%+3.3pp |
| Annual return | -2.74% | 18505.31%-18508.1pp | 6625.04%-6627.8pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,180 | $1,614-26.9% | $2,266-47.9% | $2,203-46.4% |
| Participant deferral / active EE | $3,164 | $2,844+11.3% | $3,560-11.1% | $3,192-0.9% |
| Admin fee / account holder | $1,003 | $3,958-74.7% | $4,821-79.2% | $4,297-76.7% |