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 | $59,594 | $62,573-4.8% | $85,682-30.4% | $85,850-30.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | -4.68% | 23.77%-28.4pp | 21.49%-26.2pp | 318.53%-323.2pp |
| Employer contribution / active EE | $1,585 | $1,757-9.8% | $2,618-39.5% | $2,565-38.2% |
| Participant deferral / active EE | $4,824 | $2,802+72.1% | $3,923+23.0% | $3,952+22.1% |
| Admin fee / account holder | $27,851 | $4,640+500.2% | $6,873+305.2% | $6,260+344.9% |