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 | $83,453 | $167,307-50.1% | $143,757-41.9% | $134,475-37.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -22.25% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $10,150 | $5,619+80.6% | $4,951+105.0% | $4,740+114.2% |
| Participant deferral / active EE | $5,071 | $6,446-21.3% | $5,637-10.0% | $6,400-20.8% |
| Admin fee / account holder | $2,841 | $18,088-84.3% | $14,673-80.6% | $11,426-75.1% |