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 | $23,540 | $82,664-71.5% | $125,339-81.2% | $68,494-65.6% |
| Participation rate | 78.4% | 75.0%+3.3pp | 82.4%-4.0pp | 67.9%+10.5pp |
| Annual return | -22.19% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,535 | $3,381+4.6% | $4,814-26.6% | $2,596+36.2% |
| Participant deferral / active EE | $8,995 | $6,110+47.2% | $7,446+20.8% | $4,027+123.4% |
| Admin fee / account holder | $2,636 | $6,275-58.0% | $10,010-73.7% | $5,403-51.2% |