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 | $40,471 | $82,664-51.0% | $125,339-67.7% | $68,494-40.9% |
| Participation rate | 79.4% | 75.0%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -20.84% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $5,050 | $3,381+49.4% | $4,814+4.9% | $2,596+94.5% |
| Participant deferral / active EE | $8,487 | $6,110+38.9% | $7,446+14.0% | $4,027+110.7% |
| Admin fee / account holder | $397 | $6,275-93.7% | $10,010-96.0% | $5,403-92.7% |