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 4-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 | $11,680 | $93,024-87.4% | $77,024-84.8% | $134,475-91.3% |
| Participation rate | 90.9% | 74.5%+16.4pp | 67.9%+23.0pp | 81.2%+9.7pp |
| Annual return | -38.31% | 62.60%-100.9pp | 42.32%-80.6pp | 417.96%-456.3pp |
| Employer contribution / active EE | $2,016 | $3,418-41.0% | $2,812-28.3% | $4,740-57.5% |
| Participant deferral / active EE | $7,310 | $5,238+39.6% | $4,426+65.2% | $6,400+14.2% |
| Admin fee / account holder | $460 | $6,944-93.4% | $5,425-91.5% | $11,426-96.0% |