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 7-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 | $131,148 | $167,307-21.6% | $143,757-8.8% | $134,475-2.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.97% | 0.46%-30.4pp | -0.04%-29.9pp | 417.96%-447.9pp |
| Employer contribution / active EE | $12,044 | $5,619+114.3% | $4,951+143.3% | $4,740+154.1% |
| Participant deferral / active EE | $8,496 | $6,446+31.8% | $5,637+50.7% | $6,400+32.7% |
| Admin fee / account holder | $710 | $18,088-96.1% | $14,673-95.2% | $11,426-93.8% |