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 10-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 | $39,528 | $69,518-43.1% | $59,878-34.0% | $135,375-70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.02% | 7.94%-19.0pp | 3.46%-14.5pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,869 | $3,235-11.3% | $2,722+5.4% | $4,779-40.0% |
| Participant deferral / active EE | $12,102 | $4,206+187.8% | $3,402+255.7% | $5,609+115.8% |
| Admin fee / account holder | $361 | $5,734-93.7% | $3,590-90.0% | $10,827-96.7% |