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 | $26,583 | $53,162-50.0% | $91,220-70.9% | $68,494-61.2% |
| Participation rate | 81.3% | 63.2%+18.1pp | 73.2%+8.1pp | 67.9%+13.4pp |
| Annual return | -27.07% | -3.14%-23.9pp | 114.01%-141.1pp | -7.84%-19.2pp |
| Employer contribution / active EE | $6,309 | $1,709+269.1% | $2,850+121.4% | $2,596+143.0% |
| Participant deferral / active EE | $4,704 | $2,974+58.2% | $4,234+11.1% | $4,027+16.8% |
| Admin fee / account holder | $1,484 | $4,493-67.0% | $5,420-72.6% | $5,403-72.5% |