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 | $52,417 | $117,690-55.5% | $71,735-26.9% | $134,475-61.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -29.19% | 25.44%-54.6pp | 9.14%-38.3pp | 417.96%-447.2pp |
| Employer contribution / active EE | $2,929 | $2,525+16.0% | $1,704+71.9% | $4,740-38.2% |
| Participant deferral / active EE | $17,471 | $3,759+364.8% | $2,658+557.3% | $6,400+173.0% |
| Admin fee / account holder | $314 | $6,379-95.1% | $3,974-92.1% | $11,426-97.3% |