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 8-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 | $34,908 | $97,044-64.0% | $83,333-58.1% | $135,375-74.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -21.38% | 12.31%-33.7pp | 10.63%-32.0pp | 519.73%-541.1pp |
| Employer contribution / active EE | $11,210 | $4,143+170.6% | $3,379+231.8% | $4,779+134.6% |
| Participant deferral / active EE | $11,171 | $5,964+87.3% | $5,565+100.7% | $5,609+99.2% |
| Admin fee / account holder | $756 | $8,380-91.0% | $7,510-89.9% | $10,827-93.0% |