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 10-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 | $43,281 | $92,222-53.1% | $76,768-43.6% | $135,375-68.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -15.25% | 5.46%-20.7pp | 2.43%-17.7pp | 519.73%-535.0pp |
| Employer contribution / active EE | $4,299 | $3,216+33.7% | $2,485+73.0% | $4,779-10.0% |
| Participant deferral / active EE | $11,580 | $4,509+156.8% | $3,852+200.7% | $5,609+106.5% |
| Admin fee / account holder | $306 | $10,748-97.1% | $6,675-95.4% | $10,827-97.2% |