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 | $54,016 | $56,199-3.9% | $67,652-20.2% | $59,632-9.4% |
| Participation rate | 89.7% | 71.5%+18.3pp | 75.7%+14.1pp | 68.7%+21.1pp |
| Annual return | -2.55% | 18505.31%-18507.9pp | 6625.04%-6627.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $2,999 | $1,614+85.8% | $2,266+32.4% | $2,203+36.2% |
| Participant deferral / active EE | $2,592 | $2,844-8.9% | $3,560-27.2% | $3,192-18.8% |
| Admin fee / account holder | $6,577 | $3,958+66.2% | $4,821+36.4% | $4,297+53.1% |