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 10-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 | $28,236 | $211,958-86.7% | $169,463-83.3% | $135,375-79.1% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -13.41% | 3.26%-16.7pp | 1.83%-15.2pp | 519.73%-533.1pp |
| Employer contribution / active EE | $8,626 | $5,120+68.5% | $4,159+107.4% | $4,779+80.5% |
| Participant deferral / active EE | $4,978 | $6,075-18.1% | $5,277-5.7% | $5,609-11.2% |
| Admin fee / account holder | $1,141 | $11,471-90.0% | $9,109-87.5% | $10,827-89.5% |