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 | $57,583 | $211,958-72.8% | $169,463-66.0% | $135,375-57.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.34% | 3.26%-14.6pp | 1.83%-13.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $10,555 | $5,120+106.2% | $4,159+153.8% | $4,779+120.9% |
| Participant deferral / active EE | $5,344 | $6,075-12.0% | $5,277+1.3% | $5,609-4.7% |
| Admin fee / account holder | $714 | $11,471-93.8% | $9,109-92.2% | $10,827-93.4% |