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 7-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 | $48,653 | $54,350-10.5% | $82,719-41.2% | $68,494-29.0% |
| Participation rate | 76.0% | 63.9%+12.1pp | 72.6%+3.4pp | 67.9%+8.1pp |
| Annual return | -25.68% | -13.67%-12.0pp | 701.18%-726.9pp | -7.84%-17.8pp |
| Employer contribution / active EE | $3,016 | $2,218+36.0% | $3,009+0.2% | $2,596+16.2% |
| Participant deferral / active EE | $5,017 | $3,246+54.6% | $4,395+14.1% | $4,027+24.6% |
| Admin fee / account holder | $2,487 | $4,395-43.4% | $5,329-53.3% | $5,403-54.0% |