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 | $74,240 | $142,344-47.8% | $119,609-37.9% | $134,475-44.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.22% | -12.44%-8.8pp | -14.97%-6.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,716 | $5,222-48.0% | $4,232-35.8% | $4,740-42.7% |
| Participant deferral / active EE | $9,844 | $6,469+52.2% | $5,602+75.7% | $6,400+53.8% |
| Admin fee / account holder | $1,587 | $13,584-88.3% | $10,323-84.6% | $11,426-86.1% |