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 | $43,403 | $76,912-43.6% | $129,110-66.4% | $68,494-36.6% |
| Participation rate | 92.5% | 69.1%+23.4pp | 77.3%+15.2pp | 67.9%+24.6pp |
| Annual return | -22.45% | -9.78%-12.7pp | -10.94%-11.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $6,515 | $3,243+100.9% | $5,052+29.0% | $2,596+150.9% |
| Participant deferral / active EE | $9,824 | $4,732+107.6% | $6,542+50.2% | $4,027+144.0% |
| Admin fee / account holder | $979 | $6,638-85.2% | $14,302-93.2% | $5,403-81.9% |