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 | $138,296 | $82,664+67.3% | $125,339+10.3% | $68,494+101.9% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -23.24% | -5.97%-17.3pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $5,272 | $3,381+55.9% | $4,814+9.5% | $2,596+103.0% |
| Participant deferral / active EE | $5,015 | $6,110-17.9% | $7,446-32.6% | $4,027+24.5% |
| Admin fee / account holder | $448 | $6,275-92.9% | $10,010-95.5% | $5,403-91.7% |