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 | $100,197 | $167,307-40.1% | $143,757-30.3% | $134,475-25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.66% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,676 | $5,619-70.2% | $4,951-66.1% | $4,740-64.6% |
| Participant deferral / active EE | $4,158 | $6,446-35.5% | $5,637-26.2% | $6,400-35.0% |
| Admin fee / account holder | $577 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |