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 | $76,947 | $147,167-47.7% | $111,392-30.9% | $135,375-43.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.84% | -4.44%-4.4pp | -2.06%-6.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $11,903 | $5,204+128.7% | $4,328+175.0% | $4,779+149.1% |
| Participant deferral / active EE | $11,740 | $6,565+78.8% | $5,567+110.9% | $5,609+109.3% |
| Admin fee / account holder | $358 | $20,270-98.2% | $12,266-97.1% | $10,827-96.7% |