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 | $33,529 | $77,634-56.8% | $156,549-78.6% | $62,891-46.7% |
| Participation rate | 98.8% | 71.2%+27.6pp | 84.0%+14.8pp | 69.3%+29.5pp |
| Annual return | -1.13% | 50.32%-51.4pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $945 | $3,444-72.6% | $5,501-82.8% | $2,281-58.6% |
| Participant deferral / active EE | $2,710 | $3,045-11.0% | $4,871-44.4% | $3,203-15.4% |
| Admin fee / account holder | $3,381 | $5,561-39.2% | $13,027-74.0% | $4,296-21.3% |