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 | $143,762 | $211,958-32.2% | $169,463-15.2% | $135,375+6.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.91% | 3.26%-16.2pp | 1.83%-14.7pp | 519.73%-532.6pp |
| Employer contribution / active EE | $22,738 | $5,120+344.1% | $4,159+446.7% | $4,779+375.8% |
| Participant deferral / active EE | $15,834 | $6,075+160.6% | $5,277+200.1% | $5,609+182.3% |
| Admin fee / account holder | $872 | $11,471-92.4% | $9,109-90.4% | $10,827-91.9% |