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 | $23,224 | $59,107-60.7% | $86,436-73.1% | $68,494-66.1% |
| Participation rate | 94.3% | 75.2%+19.0pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -20.83% | -0.23%-20.6pp | 4394.89%-4415.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $4,659 | $2,519+85.0% | $3,769+23.6% | $2,596+79.4% |
| Participant deferral / active EE | $8,058 | $5,901+36.5% | $6,952+15.9% | $4,027+100.1% |
| Admin fee / account holder | $4,269 | $5,637-24.3% | $6,731-36.6% | $5,403-21.0% |