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 | $27,011 | $71,883-62.4% | $86,677-68.8% | $68,494-60.6% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -20.70% | 3.52%-24.2pp | 35.91%-56.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,976 | $2,173+37.0% | $2,836+4.9% | $2,596+14.6% |
| Participant deferral / active EE | $5,631 | $3,779+49.0% | $4,656+21.0% | $4,027+39.8% |
| Admin fee / account holder | $2,217 | $6,112-63.7% | $7,493-70.4% | $5,403-59.0% |