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 5-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 | $16,672 | $93,024-82.1% | $77,024-78.4% | $134,475-87.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -27.06% | 62.60%-89.7pp | 42.32%-69.4pp | 417.96%-445.0pp |
| Employer contribution / active EE | $2,461 | $3,418-28.0% | $2,812-12.5% | $4,740-48.1% |
| Participant deferral / active EE | $7,475 | $5,238+42.7% | $4,426+68.9% | $6,400+16.8% |
| Admin fee / account holder | $992 | $6,944-85.7% | $5,425-81.7% | $11,426-91.3% |