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 | $35,231 | $83,908-58.0% | $68,509-48.6% | $125,391-71.9% |
| Participation rate | 72.2% | 78.2%-5.9pp | 74.7%-2.5pp | 83.2%-11.0pp |
| Annual return | -4.20% | 14.48%-18.7pp | 8.27%-12.5pp | 282.22%-286.4pp |
| Employer contribution / active EE | $3,108 | $3,031+2.5% | $2,278+36.4% | $4,866-36.1% |
| Participant deferral / active EE | $8,020 | $4,125+94.4% | $3,382+137.1% | $5,352+49.9% |
| Admin fee / account holder | $1,564 | $8,982-82.6% | $5,275-70.4% | $9,540-83.6% |