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 | $128,218 | $92,222+39.0% | $76,768+67.0% | $135,375-5.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.84% | 5.46%-15.3pp | 2.43%-12.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,903 | $3,216+21.4% | $2,485+57.1% | $4,779-18.3% |
| Participant deferral / active EE | $3,431 | $4,509-23.9% | $3,852-10.9% | $5,609-38.8% |
| Admin fee / account holder | $2,524 | $10,748-76.5% | $6,675-62.2% | $10,827-76.7% |