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 | $12,921 | $133,958-90.4% | $112,228-88.5% | $134,475-90.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.59% | 47.11%-68.7pp | 27.45%-49.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $3,638 | $4,038-9.9% | $3,635+0.1% | $4,740-23.2% |
| Participant deferral / active EE | $5,014 | $5,291-5.2% | $4,728+6.0% | $6,400-21.7% |
| Admin fee / account holder | $1,920 | $7,489-74.4% | $6,410-70.0% | $11,426-83.2% |