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 | $121,299 | $54,229+123.7% | $70,092+73.1% | $68,494+77.1% |
| Participation rate | 97.1% | 64.5%+32.6pp | 70.5%+26.6pp | 67.9%+29.2pp |
| Annual return | -19.92% | -13.87%-6.1pp | 190.73%-210.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $11,478 | $2,018+468.7% | $2,559+348.6% | $2,596+342.1% |
| Participant deferral / active EE | $12,818 | $2,956+333.7% | $3,849+233.0% | $4,027+218.3% |
| Admin fee / account holder | $6,342 | $4,694+35.1% | $6,267+1.2% | $5,403+17.4% |