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 | $94,545 | $142,344-33.6% | $119,609-21.0% | $134,475-29.7% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -20.10% | -12.44%-7.7pp | -14.97%-5.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,299 | $5,222-36.8% | $4,232-22.1% | $4,740-30.4% |
| Participant deferral / active EE | $11,887 | $6,469+83.7% | $5,602+112.2% | $6,400+85.7% |
| Admin fee / account holder | $790 | $13,584-94.2% | $10,323-92.3% | $11,426-93.1% |