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 6-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 | $32,155 | $167,484-80.8% | $151,611-78.8% | $134,475-76.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.22% | 7.80%-32.0pp | 3.33%-27.6pp | 417.96%-442.2pp |
| Employer contribution / active EE | $4,772 | $6,829-30.1% | $6,166-22.6% | $4,740+0.7% |
| Participant deferral / active EE | $8,194 | $8,986-8.8% | $8,363-2.0% | $6,400+28.0% |
| Admin fee / account holder | $442 | $13,783-96.8% | $11,616-96.2% | $11,426-96.1% |