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 | $78,304 | $81,632-4.1% | $70,449+11.1% | $158,922-50.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -2.06% | 208.40%-210.5pp | 109.03%-111.1pp | 302.83%-304.9pp |
| Employer contribution / active EE | $4,942 | $3,217+53.6% | $2,737+80.6% | $4,761+3.8% |
| Participant deferral / active EE | $6,448 | $4,554+41.6% | $3,709+73.9% | $5,982+7.8% |
| Admin fee / account holder | $29,273 | $6,193+372.7% | $3,845+661.3% | $11,246+160.3% |