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 7-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 | $31,187 | $167,307-81.4% | $143,757-78.3% | $134,475-76.8% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -20.32% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,752 | $5,619-33.2% | $4,951-24.2% | $4,740-20.8% |
| Participant deferral / active EE | $6,883 | $6,446+6.8% | $5,637+22.1% | $6,400+7.6% |
| Admin fee / account holder | $4,714 | $18,088-73.9% | $14,673-67.9% | $11,426-58.7% |