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 | $81,662 | $140,588-41.9% | $123,104-33.7% | $125,391-34.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.32% | 16.80%-22.1pp | 13.22%-18.5pp | 282.22%-287.5pp |
| Employer contribution / active EE | $14,545 | $6,041+140.7% | $5,151+182.4% | $4,866+198.9% |
| Participant deferral / active EE | $10,083 | $6,980+44.4% | $6,230+61.9% | $5,352+88.4% |
| Admin fee / account holder | $5,335 | $11,198-52.4% | $9,015-40.8% | $9,540-44.1% |