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 | $53,413 | $72,404-26.2% | $110,238-51.5% | $64,186-16.8% |
| Participation rate | 92.2% | 73.3%+18.8pp | 79.8%+12.3pp | 69.6%+22.6pp |
| Annual return | -8.06% | -6.29%-1.8pp | 314.74%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,690 | $2,282+17.9% | $3,826-29.7% | $2,381+13.0% |
| Participant deferral / active EE | $5,636 | $3,469+62.5% | $4,672+20.6% | $3,470+62.4% |
| Admin fee / account holder | $2,506 | $5,664-55.8% | $8,547-70.7% | $4,888-48.7% |