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 | $64,172 | $95,193-32.6% | $76,523-16.1% | $135,375-52.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -17.52% | 4.85%-22.4pp | -0.27%-17.3pp | 519.73%-537.3pp |
| Employer contribution / active EE | $22,284 | $3,302+574.8% | $2,647+741.8% | $4,779+366.3% |
| Participant deferral / active EE | $21,910 | $4,639+372.3% | $3,835+471.2% | $5,609+290.6% |
| Admin fee / account holder | $406 | $6,249-93.5% | $4,848-91.6% | $10,827-96.3% |