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 | $46,190 | $129,942-64.5% | $104,294-55.7% | $134,475-65.7% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -22.09% | 42.03%-64.1pp | 24.61%-46.7pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,435 | $4,184-65.7% | $3,372-57.4% | $4,740-69.7% |
| Participant deferral / active EE | $6,604 | $5,588+18.2% | $4,625+42.8% | $6,400+3.2% |
| Admin fee / account holder | $1,092 | $9,323-88.3% | $7,339-85.1% | $11,426-90.4% |