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 | $51,012 | $57,354-11.1% | $83,848-39.2% | $64,186-20.5% |
| Participation rate | 71.1% | 68.6%+2.4pp | 76.1%-5.1pp | 69.6%+1.5pp |
| Annual return | -9.99% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,680 | $2,545-34.0% | $3,631-53.7% | $2,381-29.4% |
| Participant deferral / active EE | $3,922 | $2,993+31.0% | $4,082-3.9% | $3,470+13.0% |
| Admin fee / account holder | $2,207 | $4,046-45.4% | $5,478-59.7% | $4,888-54.8% |