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 | $70,937 | $105,860-33.0% | $90,749-21.8% | $134,475-47.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.69% | -11.01%-10.7pp | -12.16%-9.5pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,772 | $3,462-48.8% | $2,921-39.3% | $4,740-62.6% |
| Participant deferral / active EE | $7,705 | $5,216+47.7% | $4,564+68.8% | $6,400+20.4% |
| Admin fee / account holder | $357 | $13,938-97.4% | $8,445-95.8% | $11,426-96.9% |