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 | $23,939 | $64,707-63.0% | $112,228-78.7% | $68,494-65.1% |
| Participation rate | 74.2% | 67.2%+7.0pp | 75.1%-0.9pp | 67.9%+6.3pp |
| Annual return | -26.12% | -11.40%-14.7pp | 27.45%-53.6pp | -7.84%-18.3pp |
| Employer contribution / active EE | $1,653 | $2,746-39.8% | $3,635-54.5% | $2,596-36.3% |
| Participant deferral / active EE | $3,300 | $3,565-7.4% | $4,728-30.2% | $4,027-18.1% |
| Admin fee / account holder | $853 | $5,232-83.7% | $6,410-86.7% | $5,403-84.2% |