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 | $25,883 | $72,492-64.3% | $87,100-70.3% | $72,985-64.5% |
| Participation rate | 95.7% | 72.8%+22.8pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | -10.23% | 24.46%-34.7pp | 28.19%-38.4pp | 81.00%-91.2pp |
| Employer contribution / active EE | $7,107 | $1,894+275.3% | $2,521+181.9% | $2,440+191.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,804 | $5,055-64.3% | $7,497-75.9% | $5,124-64.8% |