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 | $46,079 | $99,877-53.9% | $84,966-45.8% | $145,922-68.4% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 0.58% | 83.76%-83.2pp | 66.38%-65.8pp | 561.29%-560.7pp |
| Employer contribution / active EE | $3,547 | $3,231+9.8% | $2,727+30.1% | $4,660-23.9% |
| Participant deferral / active EE | $5,964 | $5,291+12.7% | $4,519+32.0% | $6,688-10.8% |
| Admin fee / account holder | $768 | $7,248-89.4% | $6,149-87.5% | $13,397-94.3% |