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 | $125,194 | $211,958-40.9% | $169,463-26.1% | $135,375-7.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.38% | 3.26%-16.6pp | 1.83%-15.2pp | 519.73%-533.1pp |
| Employer contribution / active EE | $28,276 | $5,120+452.3% | $4,159+579.9% | $4,779+491.7% |
| Participant deferral / active EE | $16,550 | $6,075+172.4% | $5,277+213.6% | $5,609+195.1% |
| Admin fee / account holder | $991 | $11,471-91.4% | $9,109-89.1% | $10,827-90.9% |