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 | $18,930 | $73,867-74.4% | $143,757-86.8% | $68,494-72.4% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -21.71% | 1.01%-22.7pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,329 | $3,184+4.5% | $4,951-32.8% | $2,596+28.2% |
| Participant deferral / active EE | $2,659 | $3,384-21.4% | $5,637-52.8% | $4,027-34.0% |
| Admin fee / account holder | $693 | $5,755-88.0% | $14,673-95.3% | $5,403-87.2% |