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 10-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 | $51,769 | $127,386-59.4% | $115,037-55.0% | $125,391-58.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.71% | 31.28%-39.0pp | 26.14%-33.8pp | 282.22%-289.9pp |
| Employer contribution / active EE | $14,824 | $5,166+186.9% | $4,608+221.7% | $4,866+204.6% |
| Participant deferral / active EE | $4,233 | $6,423-34.1% | $6,026-29.8% | $5,352-20.9% |
| Admin fee / account holder | $1,368 | $9,516-85.6% | $8,175-83.3% | $9,540-85.7% |