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 | $47,471 | $91,911-48.4% | $68,793-31.0% | $135,375-64.9% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -10.62% | -8.22%-2.4pp | -4.63%-6.0pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,821 | $3,924-53.6% | $2,625-30.6% | $4,779-61.9% |
| Participant deferral / active EE | $3,325 | $4,315-22.9% | $3,311+0.4% | $5,609-40.7% |
| Admin fee / account holder | $528 | $9,240-94.3% | $5,131-89.7% | $10,827-95.1% |