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 9-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 | $80,685 | $211,958-61.9% | $169,463-52.4% | $135,375-40.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.92% | 3.26%-14.2pp | 1.83%-12.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $41,304 | $5,120+706.8% | $4,159+893.1% | $4,779+764.3% |
| Participant deferral / active EE | $18,500 | $6,075+204.5% | $5,277+250.6% | $5,609+229.8% |
| Admin fee / account holder | $359 | $11,471-96.9% | $9,109-96.1% | $10,827-96.7% |