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 | $59,787 | $82,664-27.7% | $125,339-52.3% | $68,494-12.7% |
| Participation rate | 94.0% | 75.0%+19.0pp | 82.4%+11.7pp | 67.9%+26.1pp |
| Annual return | -19.43% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,783 | $3,381+41.5% | $4,814-0.6% | $2,596+84.2% |
| Participant deferral / active EE | $4,125 | $6,110-32.5% | $7,446-44.6% | $4,027+2.4% |
| Admin fee / account holder | $699 | $6,275-88.9% | $10,010-93.0% | $5,403-87.1% |