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 | $24,106 | $57,354-58.0% | $83,848-71.2% | $64,186-62.4% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -11.96% | 11.38%-23.3pp | 850.88%-862.8pp | 7.63%-19.6pp |
| Employer contribution / active EE | $2,394 | $2,545-5.9% | $3,631-34.1% | $2,381+0.6% |
| Participant deferral / active EE | $5,678 | $2,993+89.7% | $4,082+39.1% | $3,470+63.7% |
| Admin fee / account holder | $1,790 | $4,046-55.8% | $5,478-67.3% | $4,888-63.4% |