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 | $35,216 | $167,484-79.0% | $151,611-76.8% | $134,475-73.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.16% | 7.80%-30.0pp | 3.33%-25.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $7,951 | $6,829+16.4% | $6,166+28.9% | $4,740+67.7% |
| Participant deferral / active EE | $9,176 | $8,986+2.1% | $8,363+9.7% | $6,400+43.4% |
| Admin fee / account holder | $334 | $13,783-97.6% | $11,616-97.1% | $11,426-97.1% |