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 5-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 | $12,539 | $95,862-86.9% | $79,550-84.2% | $134,475-90.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -24.49% | -2.69%-21.8pp | 0.16%-24.7pp | 417.96%-442.5pp |
| Employer contribution / active EE | $3,768 | $3,128+20.5% | $2,413+56.2% | $4,740-20.5% |
| Participant deferral / active EE | $7,767 | $4,693+65.5% | $3,985+94.9% | $6,400+21.4% |
| Admin fee / account holder | $525 | $9,126-94.3% | $6,832-92.3% | $11,426-95.4% |