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 | $33,648 | $58,083-42.1% | $80,019-58.0% | $56,287-40.2% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.8%+23.2pp | 69.9%+29.2pp |
| Annual return | -11.69% | 34.61%-46.3pp | 11.22%-22.9pp | -9.96%-1.7pp |
| Employer contribution / active EE | $11,363 | $1,932+488.1% | $2,468+360.4% | $2,111+438.3% |
| Participant deferral / active EE | $11,490 | $3,135+266.5% | $3,686+211.8% | $3,350+243.0% |
| Admin fee / account holder | $5,050 | $623+711.1% | $6,521-22.6% | $521+869.4% |