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 | $25,008 | $142,344-82.4% | $119,609-79.1% | $134,475-81.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.41% | -12.44%-9.0pp | -14.97%-6.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,277 | $5,222-37.2% | $4,232-22.6% | $4,740-30.9% |
| Participant deferral / active EE | $5,681 | $6,469-12.2% | $5,602+1.4% | $6,400-11.2% |
| Admin fee / account holder | $461 | $13,584-96.6% | $10,323-95.5% | $11,426-96.0% |