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 | $67,521 | $113,935-40.7% | $94,224-28.3% | $125,391-46.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -4.58% | 5.29%-9.9pp | 10.68%-15.3pp | 282.22%-286.8pp |
| Employer contribution / active EE | $4,984 | $4,727+5.4% | $3,587+38.9% | $4,866+2.4% |
| Participant deferral / active EE | $10,710 | $5,179+106.8% | $4,320+147.9% | $5,352+100.1% |
| Admin fee / account holder | $2,454 | $8,391-70.8% | $6,269-60.9% | $9,540-74.3% |