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 | $49,318 | $95,193-48.2% | $76,523-35.6% | $135,375-63.6% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -72.20% | 4.85%-77.0pp | -0.27%-71.9pp | 519.73%-591.9pp |
| Employer contribution / active EE | $3,999 | $3,302+21.1% | $2,647+51.1% | $4,779-16.3% |
| Participant deferral / active EE | $6,319 | $4,639+36.2% | $3,835+64.8% | $5,609+12.7% |
| Admin fee / account holder | $1,325 | $6,249-78.8% | $4,848-72.7% | $10,827-87.8% |