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 | $29,071 | $127,386-77.2% | $115,037-74.7% | $125,391-76.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.37% | 31.28%-40.6pp | 26.14%-35.5pp | 282.22%-291.6pp |
| Employer contribution / active EE | $2,320 | $5,166-55.1% | $4,608-49.7% | $4,866-52.3% |
| Participant deferral / active EE | $16,400 | $6,423+155.3% | $6,026+172.1% | $5,352+206.5% |
| Admin fee / account holder | $347 | $9,516-96.4% | $8,175-95.8% | $9,540-96.4% |