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 6-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 | $49,326 | $93,024-47.0% | $77,024-36.0% | $134,475-63.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -26.43% | 62.60%-89.0pp | 42.32%-68.7pp | 417.96%-444.4pp |
| Employer contribution / active EE | $4,809 | $3,418+40.7% | $2,812+71.0% | $4,740+1.5% |
| Participant deferral / active EE | $11,558 | $5,238+120.7% | $4,426+161.1% | $6,400+80.6% |
| Admin fee / account holder | $13,111 | $6,944+88.8% | $5,425+141.7% | $11,426+14.7% |