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 | $64,887 | $81,900-20.8% | $119,609-45.8% | $68,494-5.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -22.99% | -23.82%+0.8pp | -14.97%-8.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $2,524 | $2,693-6.3% | $4,232-40.4% | $2,596-2.8% |
| Participant deferral / active EE | $3,617 | $4,148-12.8% | $5,602-35.4% | $4,027-10.2% |
| Admin fee / account holder | $3,940 | $6,582-40.1% | $10,323-61.8% | $5,403-27.1% |