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 | $41,654 | $95,862-56.5% | $79,550-47.6% | $134,475-69.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -21.25% | -2.69%-18.6pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $7,254 | $3,128+131.9% | $2,413+200.6% | $4,740+53.0% |
| Participant deferral / active EE | $4,042 | $4,693-13.9% | $3,985+1.4% | $6,400-36.8% |
| Admin fee / account holder | $1,105 | $9,126-87.9% | $6,832-83.8% | $11,426-90.3% |