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 8-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 | $12,105 | $133,958-91.0% | $112,228-89.2% | $134,475-91.0% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -20.90% | 47.11%-68.0pp | 27.45%-48.3pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,462 | $4,038-63.8% | $3,635-59.8% | $4,740-69.2% |
| Participant deferral / active EE | $3,197 | $5,291-39.6% | $4,728-32.4% | $6,400-50.0% |
| Admin fee / account holder | $1,391 | $7,489-81.4% | $6,410-78.3% | $11,426-87.8% |