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 | $68,049 | $100,754-32.5% | $86,677-21.5% | $134,475-49.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.02% | 29.04%-51.1pp | 35.91%-57.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $5,355 | $3,489+53.5% | $2,836+88.8% | $4,740+13.0% |
| Participant deferral / active EE | $20,919 | $5,338+291.9% | $4,656+349.3% | $6,400+226.9% |
| Admin fee / account holder | $7,441 | $10,926-31.9% | $7,493-0.7% | $11,426-34.9% |