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 | $32,339 | $82,664-60.9% | $125,339-74.2% | $68,494-52.8% |
| Participation rate | 72.4% | 75.0%-2.7pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -20.36% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,680 | $3,381-20.7% | $4,814-44.3% | $2,596+3.2% |
| Participant deferral / active EE | $9,592 | $6,110+57.0% | $7,446+28.8% | $4,027+138.2% |
| Admin fee / account holder | $980 | $6,275-84.4% | $10,010-90.2% | $5,403-81.9% |