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 | $64,911 | $54,229+19.7% | $70,092-7.4% | $68,494-5.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -22.68% | -13.87%-8.8pp | 190.73%-213.4pp | -7.84%-14.8pp |
| Employer contribution / active EE | $839 | $2,018-58.4% | $2,559-67.2% | $2,596-67.7% |
| Participant deferral / active EE | $1,523 | $2,956-48.5% | $3,849-60.4% | $4,027-62.2% |
| Admin fee / account holder | $4,518 | $4,694-3.7% | $6,267-27.9% | $5,403-16.4% |