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 | $23,209 | $60,124-61.4% | $90,404-74.3% | $79,858-70.9% |
| Participation rate | 86.6% | 65.0%+21.6pp | 72.7%+13.9pp | 69.6%+16.9pp |
| Annual return | 3.98% | 71.94%-68.0pp | 1293.02%-1289.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,397 | $2,938+15.6% | $3,963-14.3% | $3,740-9.2% |
| Admin fee / account holder | $979 | $3,976-75.4% | $5,611-82.6% | $5,306-81.6% |