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 | $50,277 | $142,344-64.7% | $119,609-58.0% | $134,475-62.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -28.12% | -12.44%-15.7pp | -14.97%-13.2pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,683 | $5,222-67.8% | $4,232-60.2% | $4,740-64.5% |
| Participant deferral / active EE | $18,984 | $6,469+193.4% | $5,602+238.9% | $6,400+196.6% |
| Admin fee / account holder | $777 | $13,584-94.3% | $10,323-92.5% | $11,426-93.2% |