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 | $32,112 | $167,484-80.8% | $151,611-78.8% | $134,475-76.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.90% | 7.80%-37.7pp | 3.33%-33.2pp | 417.96%-447.9pp |
| Employer contribution / active EE | $5,838 | $6,829-14.5% | $6,166-5.3% | $4,740+23.2% |
| Participant deferral / active EE | $10,042 | $8,986+11.8% | $8,363+20.1% | $6,400+56.9% |
| Admin fee / account holder | $499 | $13,783-96.4% | $11,616-95.7% | $11,426-95.6% |