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 | $99,571 | $201,272-50.5% | $184,203-45.9% | $145,922-31.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -4.70% | 29.00%-33.7pp | 28.81%-33.5pp | 561.29%-566.0pp |
| Employer contribution / active EE | $3,396 | $7,022-51.6% | $6,427-47.2% | $4,660-27.1% |
| Participant deferral / active EE | $10,406 | $9,806+6.1% | $9,131+14.0% | $6,688+55.6% |
| Admin fee / account holder | $14,122 | $16,364-13.7% | $13,901+1.6% | $13,397+5.4% |