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 | $88,230 | $131,829-33.1% | $108,579-18.7% | $273,961-67.8% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 0.69% | -91.57%+92.3pp | -51.70%+52.4pp | 41.45%-40.8pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,087 | $5,127+18.7% | $4,311+41.2% | $5,287+15.1% |
| Admin fee / account holder | $4,103 | $10,252-60.0% | $7,645-46.3% | $10,132-59.5% |