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 6-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 | $31,015 | $167,484-81.5% | $151,611-79.5% | $134,475-76.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -40.35% | 7.80%-48.1pp | 3.33%-43.7pp | 417.96%-458.3pp |
| Employer contribution / active EE | $7,451 | $6,829+9.1% | $6,166+20.8% | $4,740+57.2% |
| Participant deferral / active EE | $11,525 | $8,986+28.3% | $8,363+37.8% | $6,400+80.1% |
| Admin fee / account holder | $515 | $13,783-96.3% | $11,616-95.6% | $11,426-95.5% |