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 | $20,292 | $133,958-84.9% | $112,228-81.9% | $134,475-84.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -22.15% | 47.11%-69.3pp | 27.45%-49.6pp | 417.96%-440.1pp |
| Employer contribution / active EE | $4,537 | $4,038+12.4% | $3,635+24.8% | $4,740-4.3% |
| Participant deferral / active EE | $7,691 | $5,291+45.4% | $4,728+62.7% | $6,400+20.2% |
| Admin fee / account holder | $1,159 | $7,489-84.5% | $6,410-81.9% | $11,426-89.9% |