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 8-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 | $6,920 | $93,024-92.6% | $77,024-91.0% | $134,475-94.9% |
| Participation rate | 86.4% | 74.5%+11.9pp | 67.9%+18.5pp | 81.2%+5.1pp |
| Annual return | -21.56% | 62.60%-84.2pp | 42.32%-63.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,129 | $3,418-37.7% | $2,812-24.3% | $4,740-55.1% |
| Participant deferral / active EE | $3,428 | $5,238-34.5% | $4,426-22.5% | $6,400-46.4% |
| Admin fee / account holder | $785 | $6,944-88.7% | $5,425-85.5% | $11,426-93.1% |