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 | $30,417 | $127,386-76.1% | $115,037-73.6% | $125,391-75.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.72% | 31.28%-36.0pp | 26.14%-30.9pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,788 | $5,166-65.4% | $4,608-61.2% | $4,866-63.2% |
| Participant deferral / active EE | $5,807 | $6,423-9.6% | $6,026-3.6% | $5,352+8.5% |
| Admin fee / account holder | $407 | $9,516-95.7% | $8,175-95.0% | $9,540-95.7% |