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 9-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 | $42,792 | $49,451-13.5% | $79,550-46.2% | $66,914-36.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -20.14% | 84.25%-104.4pp | 0.16%-20.3pp | 1.58%-21.7pp |
| Employer contribution / active EE | $2,955 | $1,266+133.5% | $2,413+22.4% | $2,544+16.1% |
| Participant deferral / active EE | $4,698 | $3,159+48.8% | $3,985+17.9% | $4,237+10.9% |
| Admin fee / account holder | $4,497 | $595+656.3% | $6,832-34.2% | $593+658.0% |