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 7-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 | $71,466 | $91,538-21.9% | $129,995-45.0% | $75,163-4.9% |
| Participation rate | 97.6% | 71.4%+26.2pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 1.19% | -631.11%+632.3pp | -137.18%+138.4pp | 160.62%-159.4pp |
| Employer contribution / active EE | $2,139 | $2,845-24.8% | $4,320-50.5% | $2,670-19.9% |
| Participant deferral / active EE | $3,441 | $4,341-20.7% | $5,820-40.9% | $4,125-16.6% |
| Admin fee / account holder | $1,456 | $6,790-78.6% | $10,614-86.3% | $5,651-74.2% |