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 | $80,252 | $113,935-29.6% | $94,224-14.8% | $125,391-36.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.85% | 5.29%-9.1pp | 10.68%-14.5pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,699 | $4,727-64.1% | $3,587-52.6% | $4,866-65.1% |
| Participant deferral / active EE | $5,412 | $5,179+4.5% | $4,320+25.3% | $5,352+1.1% |
| Admin fee / account holder | $817 | $8,391-90.3% | $6,269-87.0% | $9,540-91.4% |