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 7-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 | $37,736 | $59,839-36.9% | $81,983-54.0% | $79,858-52.7% |
| Participation rate | 97.9% | 61.6%+36.3pp | 69.2%+28.6pp | 69.6%+28.2pp |
| Annual return | -71.84% | 17.56%-89.4pp | 41.31%-113.2pp | 31.71%-103.6pp |
| Employer contribution / active EE | $3,027 | $1,713+76.7% | $2,498+21.2% | $2,471+22.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,154 | $4,287-73.1% | $5,664-79.6% | $5,306-78.3% |