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 8-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 | $63,145 | $53,822+17.3% | $75,696-16.6% | $85,850-26.4% |
| Participation rate | 96.3% | 69.1%+27.2pp | 74.8%+21.5pp | 69.3%+27.0pp |
| Annual return | -18.51% | 24.54%-43.1pp | 104.53%-123.0pp | 318.53%-337.0pp |
| Employer contribution / active EE | $3,777 | $2,017+87.3% | $2,743+37.7% | $2,565+47.2% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,427 | $3,343+2.5% | $3,619-5.3% | $6,260-45.3% |