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 | $30,248 | $142,344-78.8% | $119,609-74.7% | $134,475-77.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.73% | -12.44%-9.3pp | -14.97%-6.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,984 | $5,222-42.9% | $4,232-29.5% | $4,740-37.0% |
| Participant deferral / active EE | $4,494 | $6,469-30.5% | $5,602-19.8% | $6,400-29.8% |
| Admin fee / account holder | $510 | $13,584-96.2% | $10,323-95.1% | $11,426-95.5% |