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 | $12,202 | $73,867-83.5% | $143,757-91.5% | $68,494-82.2% |
| Participation rate | 86.2% | 66.7%+19.6pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -20.16% | 1.01%-21.2pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,002 | $3,184-68.5% | $4,951-79.8% | $2,596-61.4% |
| Participant deferral / active EE | $1,663 | $3,384-50.9% | $5,637-70.5% | $4,027-58.7% |
| Admin fee / account holder | $1,131 | $5,755-80.3% | $14,673-92.3% | $5,403-79.1% |