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 6-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 | $38,810 | $95,862-59.5% | $79,550-51.2% | $134,475-71.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -24.75% | -2.69%-22.1pp | 0.16%-24.9pp | 417.96%-442.7pp |
| Employer contribution / active EE | $12,035 | $3,128+284.7% | $2,413+398.7% | $4,740+153.9% |
| Participant deferral / active EE | $7,251 | $4,693+54.5% | $3,985+81.9% | $6,400+13.3% |
| Admin fee / account holder | $482 | $9,126-94.7% | $6,832-92.9% | $11,426-95.8% |