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 | $44,386 | $104,907-57.7% | $84,611-47.5% | $152,861-71.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | -4.53% | 373.79%-378.3pp | 258.74%-263.3pp | 345.32%-349.9pp |
| Employer contribution / active EE | $1,448 | $3,302-56.1% | $2,652-45.4% | $4,762-69.6% |
| Participant deferral / active EE | $4,581 | $4,688-2.3% | $3,899+17.5% | $5,850-21.7% |
| Admin fee / account holder | $1,563 | $6,241-75.0% | $4,912-68.2% | $11,596-86.5% |