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 | $62,608 | $167,307-62.6% | $143,757-56.4% | $134,475-53.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.27% | 0.46%-21.7pp | -0.04%-21.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $7,739 | $5,619+37.7% | $4,951+56.3% | $4,740+63.3% |
| Participant deferral / active EE | $7,898 | $6,446+22.5% | $5,637+40.1% | $6,400+23.4% |
| Admin fee / account holder | $3,408 | $18,088-81.2% | $14,673-76.8% | $11,426-70.2% |