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 | $77,363 | $93,346-17.1% | $71,796+7.8% | $273,961-71.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -2.33% | 130.39%-132.7pp | 78.04%-80.4pp | 41.45%-43.8pp |
| Employer contribution / active EE | $1,439 | $2,733-47.4% | $1,924-25.2% | $4,869-70.5% |
| Participant deferral / active EE | $2,728 | $3,475-21.5% | $2,794-2.4% | $5,287-48.4% |
| Admin fee / account holder | $441 | $6,571-93.3% | $4,815-90.8% | $10,132-95.6% |