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 6-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 | $15,226 | $133,958-88.6% | $112,228-86.4% | $134,475-88.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.03% | 47.11%-70.1pp | 27.45%-50.5pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,780 | $4,038-31.2% | $3,635-23.5% | $4,740-41.3% |
| Participant deferral / active EE | $6,873 | $5,291+29.9% | $4,728+45.4% | $6,400+7.4% |
| Admin fee / account holder | $363 | $7,489-95.2% | $6,410-94.3% | $11,426-96.8% |