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 | $14,956 | $54,726-72.7% | $68,793-78.3% | $64,186-76.7% |
| Participation rate | 77.8% | 68.0%+9.8pp | 72.2%+5.6pp | 69.6%+8.2pp |
| Annual return | -12.73% | -1.62%-11.1pp | -4.63%-8.1pp | 7.63%-20.4pp |
| Employer contribution / active EE | $2,190 | $1,846+18.6% | $2,625-16.6% | $2,381-8.0% |
| Participant deferral / active EE | $10,352 | $2,626+294.2% | $3,311+212.7% | $3,470+198.4% |
| Admin fee / account holder | $661 | $4,027-83.6% | $5,131-87.1% | $4,888-86.5% |