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 | $55,797 | $81,900-31.9% | $119,609-53.4% | $68,494-18.5% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -20.21% | -23.82%+3.6pp | -14.97%-5.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,737 | $2,693+1.6% | $4,232-35.3% | $2,596+5.4% |
| Participant deferral / active EE | $6,486 | $4,148+56.4% | $5,602+15.8% | $4,027+61.1% |
| Admin fee / account holder | $1,361 | $6,582-79.3% | $10,323-86.8% | $5,403-74.8% |