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 | $32,228 | $72,404-55.5% | $110,238-70.8% | $64,186-49.8% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.7pp | 69.6%+19.9pp |
| Annual return | -11.37% | -6.29%-5.1pp | 314.74%-326.1pp | 7.63%-19.0pp |
| Employer contribution / active EE | $3,751 | $2,282+64.4% | $3,826-2.0% | $2,381+57.5% |
| Participant deferral / active EE | $7,949 | $3,469+129.1% | $4,672+70.1% | $3,470+129.1% |
| Admin fee / account holder | $698 | $5,664-87.7% | $8,547-91.8% | $4,888-85.7% |