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 | $70,344 | $99,341-29.2% | $84,750-17.0% | $273,961-74.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -2.51% | 22.93%-25.4pp | 22.78%-25.3pp | 41.45%-44.0pp |
| Employer contribution / active EE | $2,214 | $4,214-47.5% | $3,574-38.1% | $4,869-54.5% |
| Participant deferral / active EE | $3,388 | $4,269-20.7% | $3,712-8.7% | $5,287-35.9% |
| Admin fee / account holder | $763 | $6,644-88.5% | $5,332-85.7% | $10,132-92.5% |