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 | $51,065 | $101,069-49.5% | $81,478-37.3% | $147,584-65.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | -9.65% | 32.40%-42.0pp | 38.78%-48.4pp | 578.55%-588.2pp |
| Employer contribution / active EE | $1,094 | $3,205-65.9% | $2,568-57.4% | $4,876-77.6% |
| Participant deferral / active EE | $1,813 | $4,242-57.3% | $3,537-48.7% | $5,439-66.7% |
| Admin fee / account holder | $915 | $5,812-84.3% | $4,561-79.9% | $10,885-91.6% |