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 | $57,888 | $85,790-32.5% | $67,313-14.0% | $135,375-57.2% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -10.44% | -0.54%-9.9pp | -4.08%-6.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $961 | $3,487-72.5% | $2,566-62.6% | $4,779-79.9% |
| Participant deferral / active EE | $4,007 | $4,651-13.9% | $3,568+12.3% | $5,609-28.6% |
| Admin fee / account holder | $9,342 | $6,392+46.1% | $4,507+107.3% | $10,827-13.7% |