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 5-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 | $44,814 | $78,672-43.0% | $109,143-58.9% | $85,850-47.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -4.59% | 25.09%-29.7pp | 25.75%-30.3pp | 318.53%-323.1pp |
| Employer contribution / active EE | $2,080 | $2,735-23.9% | $3,722-44.1% | $2,565-18.9% |
| Participant deferral / active EE | $6,015 | $3,467+73.5% | $4,653+29.3% | $3,952+52.2% |
| Admin fee / account holder | $2,181 | $5,469-60.1% | $6,752-67.7% | $6,260-65.2% |