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 | $57,046 | $94,529-39.7% | $140,016-59.3% | $64,186-11.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.67% | 7.77%-15.4pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,395 | $3,812-10.9% | $5,606-39.4% | $2,381+42.6% |
| Participant deferral / active EE | $8,199 | $5,250+56.2% | $6,927+18.4% | $3,470+136.3% |
| Admin fee / account holder | $6,232 | $6,741-7.5% | $10,705-41.8% | $4,888+27.5% |