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 | $29,563 | $73,867-60.0% | $143,757-79.4% | $68,494-56.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.76% | 1.01%-21.8pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $9,784 | $3,184+207.3% | $4,951+97.6% | $2,596+276.9% |
| Participant deferral / active EE | $9,849 | $3,384+191.0% | $5,637+74.7% | $4,027+144.6% |
| Admin fee / account holder | $2,587 | $5,755-55.1% | $14,673-82.4% | $5,403-52.1% |