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 | $36,119 | $131,829-72.6% | $108,579-66.7% | $273,961-86.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -8.73% | -91.57%+82.8pp | -51.70%+43.0pp | 41.45%-50.2pp |
| Employer contribution / active EE | $1,164 | $4,912-76.3% | $3,758-69.0% | $4,869-76.1% |
| Participant deferral / active EE | $4,947 | $5,127-3.5% | $4,311+14.8% | $5,287-6.4% |
| Admin fee / account holder | $5,954 | $10,252-41.9% | $7,645-22.1% | $10,132-41.2% |