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 8-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 | $17,661 | $54,350-67.5% | $82,719-78.6% | $68,494-74.2% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -21.89% | -13.67%-8.2pp | 701.18%-723.1pp | -7.84%-14.0pp |
| Employer contribution / active EE | $3,188 | $2,218+43.7% | $3,009+5.9% | $2,596+22.8% |
| Participant deferral / active EE | $5,844 | $3,246+80.0% | $4,395+33.0% | $4,027+45.1% |
| Admin fee / account holder | $1,301 | $4,395-70.4% | $5,329-75.6% | $5,403-75.9% |