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 6-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 | $27,806 | $95,862-71.0% | $79,550-65.0% | $134,475-79.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.24% | -2.69%-19.6pp | 0.16%-22.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,926 | $3,128+25.5% | $2,413+62.7% | $4,740-17.2% |
| Participant deferral / active EE | $8,901 | $4,693+89.7% | $3,985+123.4% | $6,400+39.1% |
| Admin fee / account holder | $1,100 | $9,126-87.9% | $6,832-83.9% | $11,426-90.4% |