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 9-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 | $41,889 | $69,977-40.1% | $108,579-61.4% | $62,891-33.4% |
| Participation rate | 82.1% | 72.9%+9.2pp | 79.6%+2.5pp | 69.3%+12.7pp |
| Annual return | -0.30% | 10.73%-11.0pp | -51.70%+51.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,812 | $2,135-15.1% | $3,758-51.8% | $2,281-20.5% |
| Participant deferral / active EE | $3,007 | $3,165-5.0% | $4,311-30.2% | $3,203-6.1% |
| Admin fee / account holder | $1,122 | $5,076-77.9% | $7,645-85.3% | $4,296-73.9% |