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 | $38,296 | $100,754-62.0% | $86,677-55.8% | $134,475-71.5% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -35.77% | 29.04%-64.8pp | 35.91%-71.7pp | 417.96%-453.7pp |
| Employer contribution / active EE | $3,043 | $3,489-12.8% | $2,836+7.3% | $4,740-35.8% |
| Participant deferral / active EE | $3,909 | $5,338-26.8% | $4,656-16.0% | $6,400-38.9% |
| Admin fee / account holder | $1,234 | $10,926-88.7% | $7,493-83.5% | $11,426-89.2% |