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 | $140,665 | $69,977+101.0% | $108,579+29.6% | $62,891+123.7% |
| Participation rate | 90.0% | 72.9%+17.1pp | 79.6%+10.4pp | 69.3%+20.7pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,184 | $2,135+2.3% | $3,758-41.9% | $2,281-4.3% |
| Participant deferral / active EE | $3,043 | $3,165-3.8% | $4,311-29.4% | $3,203-5.0% |
| Admin fee / account holder | $3,818 | $5,076-24.8% | $7,645-50.1% | $4,296-11.1% |