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 7-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 | $31,145 | $82,664-62.3% | $125,339-75.2% | $68,494-54.5% |
| Participation rate | 76.2% | 75.0%+1.1pp | 82.4%-6.2pp | 67.9%+8.3pp |
| Annual return | -19.73% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,106 | $3,381-8.1% | $4,814-35.5% | $2,596+19.6% |
| Participant deferral / active EE | $6,381 | $6,110+4.4% | $7,446-14.3% | $4,027+58.5% |
| Admin fee / account holder | $1,806 | $6,275-71.2% | $10,010-82.0% | $5,403-66.6% |