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 | $62,097 | $95,561-35.0% | $77,163-19.5% | $139,434-55.5% |
| Participation rate | 94.1% | 73.9%+20.2pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | -6.92% | 54.92%-61.8pp | 37.87%-44.8pp | 372.94%-379.9pp |
| Employer contribution / active EE | $1,353 | $3,147-57.0% | $2,535-46.6% | $4,751-71.5% |
| Participant deferral / active EE | $5,044 | $4,624+9.1% | $3,833+31.6% | $6,710-24.8% |
| Admin fee / account holder | $742 | $8,295-91.1% | $5,472-86.4% | $11,403-93.5% |