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 | $71,922 | $124,281-42.1% | $109,143-34.1% | $167,490-57.1% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | -2.71% | 26.04%-28.7pp | 25.75%-28.5pp | 478.56%-481.3pp |
| Employer contribution / active EE | $11,252 | $4,207+167.4% | $3,722+202.3% | $4,837+132.6% |
| Participant deferral / active EE | $10,214 | $5,255+94.4% | $4,653+119.5% | $6,341+61.1% |
| Admin fee / account holder | $472 | $7,970-94.1% | $6,752-93.0% | $12,309-96.2% |