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 3-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 | $30,279 | $100,773-70.0% | $88,946-66.0% | $142,382-78.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -16.45% | 70.18%-86.6pp | 57.82%-74.3pp | 217.08%-233.5pp |
| Employer contribution / active EE | $3,199 | $2,918+9.6% | $2,555+25.2% | $4,299-25.6% |
| Participant deferral / active EE | $11,172 | $5,230+113.6% | $4,581+143.9% | $6,507+71.7% |
| Admin fee / account holder | $7,347 | $9,693-24.2% | $8,261-11.1% | $12,624-41.8% |