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 8-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 | $23,200 | $76,000-69.5% | $154,107-84.9% | $64,186-63.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.85% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,692 | $3,351-49.5% | $5,298-68.1% | $2,381-28.9% |
| Participant deferral / active EE | $4,216 | $3,175+32.8% | $5,081-17.0% | $3,470+21.5% |
| Admin fee / account holder | $833 | $5,596-85.1% | $13,411-93.8% | $4,888-83.0% |