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 | $43,071 | $59,107-27.1% | $86,436-50.2% | $68,494-37.1% |
| Participation rate | 79.3% | 75.2%+4.1pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -21.10% | -0.23%-20.9pp | 4394.89%-4416.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,614 | $2,519+43.5% | $3,769-4.1% | $2,596+39.2% |
| Participant deferral / active EE | $5,890 | $5,901-0.2% | $6,952-15.3% | $4,027+46.3% |
| Admin fee / account holder | $388 | $5,637-93.1% | $6,731-94.2% | $5,403-92.8% |