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 | $25,504 | $93,024-72.6% | $77,024-66.9% | $134,475-81.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -22.45% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,807 | $3,418+40.6% | $2,812+70.9% | $4,740+1.4% |
| Participant deferral / active EE | $7,328 | $5,238+39.9% | $4,426+65.6% | $6,400+14.5% |
| Admin fee / account holder | $1,695 | $6,944-75.6% | $5,425-68.8% | $11,426-85.2% |