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 7-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 | $59,205 | $82,664-28.4% | $125,339-52.8% | $68,494-13.6% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -23.62% | -5.97%-17.6pp | 572.05%-595.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $4,621 | $3,381+36.7% | $4,814-4.0% | $2,596+78.0% |
| Participant deferral / active EE | $10,924 | $6,110+78.8% | $7,446+46.7% | $4,027+171.3% |
| Admin fee / account holder | $4,590 | $6,275-26.9% | $10,010-54.1% | $5,403-15.0% |