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 | $40,940 | $95,862-57.3% | $79,550-48.5% | $134,475-69.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -23.03% | -2.69%-20.3pp | 0.16%-23.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,702 | $3,128-45.6% | $2,413-29.5% | $4,740-64.1% |
| Participant deferral / active EE | $11,262 | $4,693+140.0% | $3,985+182.6% | $6,400+76.0% |
| Admin fee / account holder | $477 | $9,126-94.8% | $6,832-93.0% | $11,426-95.8% |