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 | $71,786 | $167,484-57.1% | $151,611-52.7% | $134,475-46.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.26% | 7.80%-29.1pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $11,727 | $6,829+71.7% | $6,166+90.2% | $4,740+147.4% |
| Participant deferral / active EE | $8,493 | $8,986-5.5% | $8,363+1.6% | $6,400+32.7% |
| Admin fee / account holder | $702 | $13,783-94.9% | $11,616-94.0% | $11,426-93.9% |