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 | $19,146 | $77,634-75.3% | $156,549-87.8% | $62,891-69.6% |
| Participation rate | 86.7% | 71.2%+15.5pp | 84.0%+2.7pp | 69.3%+17.4pp |
| Annual return | -0.88% | 50.32%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,047 | $3,444-40.6% | $5,501-62.8% | $2,281-10.3% |
| Participant deferral / active EE | $1,591 | $3,045-47.8% | $4,871-67.3% | $3,203-50.3% |
| Admin fee / account holder | $1,141 | $5,561-79.5% | $13,027-91.2% | $4,296-73.4% |