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 | $46,999 | $209,411-77.6% | $178,490-73.7% | $158,922-70.4% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | -11.41% | 188.75%-200.2pp | 151.07%-162.5pp | 302.83%-314.2pp |
| Employer contribution / active EE | $7,443 | $5,706+30.4% | $5,011+48.5% | $4,761+56.3% |
| Participant deferral / active EE | $5,077 | $5,954-14.7% | $5,202-2.4% | $5,982-15.1% |
| Admin fee / account holder | $582 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |