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 | $35,288 | $167,307-78.9% | $143,757-75.5% | $134,475-73.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.73% | 0.46%-27.2pp | -0.04%-26.7pp | 417.96%-444.7pp |
| Employer contribution / active EE | $9,448 | $5,619+68.1% | $4,951+90.8% | $4,740+99.3% |
| Participant deferral / active EE | $12,830 | $6,446+99.0% | $5,637+127.6% | $6,400+100.5% |
| Admin fee / account holder | $4,685 | $18,088-74.1% | $14,673-68.1% | $11,426-59.0% |