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 | $20,196 | $167,307-87.9% | $143,757-86.0% | $134,475-85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.16% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $6,854 | $5,619+22.0% | $4,951+38.4% | $4,740+44.6% |
| Participant deferral / active EE | $3,559 | $6,446-44.8% | $5,637-36.9% | $6,400-44.4% |
| Admin fee / account holder | $395 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |