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 8-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 | $46,164 | $110,094-58.1% | $151,611-69.6% | $68,494-32.6% |
| Participation rate | 93.9% | 84.0%+9.9pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -20.10% | -10.12%-10.0pp | 3.33%-23.4pp | -7.84%-12.3pp |
| Employer contribution / active EE | $4,910 | $4,471+9.8% | $6,166-20.4% | $2,596+89.1% |
| Participant deferral / active EE | $13,535 | $6,527+107.4% | $8,363+61.8% | $4,027+236.1% |
| Admin fee / account holder | $573 | $7,719-92.6% | $11,616-95.1% | $5,403-89.4% |