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 | $59,562 | $106,515-44.1% | $96,683-38.4% | $139,434-57.3% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | -7.37% | 38.43%-45.8pp | 35.69%-43.1pp | 372.94%-380.3pp |
| Employer contribution / active EE | $1,085 | $4,103-73.6% | $3,737-71.0% | $4,751-77.2% |
| Participant deferral / active EE | $6,133 | $5,454+12.5% | $4,878+25.7% | $6,710-8.6% |
| Admin fee / account holder | $398 | $7,877-94.9% | $6,730-94.1% | $11,403-96.5% |