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 5-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 | $40,776 | $90,519-55.0% | $93,789-56.5% | $134,475-69.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -45.51% | -15.72%-29.8pp | -11.33%-34.2pp | 417.96%-463.5pp |
| Employer contribution / active EE | $7,981 | $4,343+83.8% | $4,323+84.6% | $4,740+68.4% |
| Participant deferral / active EE | $25,588 | $5,978+328.0% | $6,094+319.9% | $6,400+299.8% |
| Admin fee / account holder | $1,980 | $9,252-78.6% | $7,195-72.5% | $11,426-82.7% |