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 | $34,762 | $57,354-39.4% | $83,848-58.5% | $64,186-45.8% |
| Participation rate | 93.2% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.6pp |
| Annual return | -9.14% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,622 | $2,545+3.0% | $3,631-27.8% | $2,381+10.1% |
| Participant deferral / active EE | $5,637 | $2,993+88.3% | $4,082+38.1% | $3,470+62.5% |
| Admin fee / account holder | $1,275 | $4,046-68.5% | $5,478-76.7% | $4,888-73.9% |