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 7-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 | $49,507 | $82,664-40.1% | $125,339-60.5% | $68,494-27.7% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -21.92% | -5.97%-15.9pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $6,032 | $3,381+78.4% | $4,814+25.3% | $2,596+132.3% |
| Participant deferral / active EE | $10,927 | $6,110+78.8% | $7,446+46.7% | $4,027+171.3% |
| Admin fee / account holder | $1,203 | $6,275-80.8% | $10,010-88.0% | $5,403-77.7% |