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 | $23,110 | $49,177-53.0% | $79,464-70.9% | $64,186-64.0% |
| Participation rate | 76.9% | 65.0%+11.9pp | 73.3%+3.6pp | 69.6%+7.4pp |
| Annual return | -8.38% | -1.16%-7.2pp | 718.14%-726.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,254 | $2,076+56.7% | $2,800+16.2% | $2,381+36.7% |
| Participant deferral / active EE | $7,342 | $2,821+160.2% | $3,704+98.2% | $3,470+111.6% |
| Admin fee / account holder | $1,365 | $3,839-64.4% | $5,113-73.3% | $4,888-72.1% |