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 | $56,359 | $106,584-47.1% | $101,326-44.4% | $142,382-60.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | -29.26% | 36.93%-66.2pp | 36.82%-66.1pp | 217.08%-246.3pp |
| Employer contribution / active EE | $10,753 | $3,956+171.8% | $3,665+193.4% | $4,299+150.1% |
| Participant deferral / active EE | $12,692 | $8,297+53.0% | $7,994+58.8% | $6,507+95.0% |
| Admin fee / account holder | $2,303 | $11,446-79.9% | $11,185-79.4% | $12,624-81.8% |