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 | $43,092 | $106,515-59.5% | $96,683-55.4% | $139,434-69.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | -10.98% | 38.43%-49.4pp | 35.69%-46.7pp | 372.94%-383.9pp |
| Employer contribution / active EE | $3,304 | $4,103-19.5% | $3,737-11.6% | $4,751-30.4% |
| Participant deferral / active EE | $6,573 | $5,454+20.5% | $4,878+34.7% | $6,710-2.0% |
| Admin fee / account holder | $1,537 | $7,877-80.5% | $6,730-77.2% | $11,403-86.5% |