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 | $26,378 | $106,515-75.2% | $96,683-72.7% | $139,434-81.1% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | -6.88% | 38.43%-45.3pp | 35.69%-42.6pp | 372.94%-379.8pp |
| Employer contribution / active EE | $2,050 | $4,103-50.0% | $3,737-45.1% | $4,751-56.9% |
| Participant deferral / active EE | $3,779 | $5,454-30.7% | $4,878-22.5% | $6,710-43.7% |
| Admin fee / account holder | $605 | $7,877-92.3% | $6,730-91.0% | $11,403-94.7% |