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 | $72,338 | $142,344-49.2% | $119,609-39.5% | $134,475-46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.59% | -12.44%-10.2pp | -14.97%-7.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $14,571 | $5,222+179.0% | $4,232+244.3% | $4,740+207.4% |
| Participant deferral / active EE | $13,894 | $6,469+114.8% | $5,602+148.0% | $6,400+117.1% |
| Admin fee / account holder | $1,701 | $13,584-87.5% | $10,323-83.5% | $11,426-85.1% |