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 8-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 | $16,241 | $82,286-80.3% | $68,791-76.4% | $134,475-87.9% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -21.44% | -2.19%-19.2pp | -6.38%-15.1pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,525 | $3,301-53.8% | $2,655-42.6% | $4,740-67.8% |
| Participant deferral / active EE | $4,703 | $4,739-0.7% | $3,941+19.3% | $6,400-26.5% |
| Admin fee / account holder | $435 | $6,481-93.3% | $4,932-91.2% | $11,426-96.2% |