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 4-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 | $86,462 | $77,314+11.8% | $177,989-51.4% | $80,856+6.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | -20.81% | 18.09%-38.9pp | 294.48%-315.3pp | 35.59%-56.4pp |
| Employer contribution / active EE | $1,251 | $2,292-45.4% | $3,949-68.3% | $2,755-54.6% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $610 | $7,191-91.5% | $10,363-94.1% | $6,918-91.2% |