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 | $59,871 | $142,344-57.9% | $119,609-49.9% | $134,475-55.5% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -20.35% | -12.44%-7.9pp | -14.97%-5.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,596 | $5,222-69.4% | $4,232-62.3% | $4,740-66.3% |
| Participant deferral / active EE | $2,174 | $6,469-66.4% | $5,602-61.2% | $6,400-66.0% |
| Admin fee / account holder | $4,391 | $13,584-67.7% | $10,323-57.5% | $11,426-61.6% |