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 | $20,996 | $142,344-85.3% | $119,609-82.4% | $134,475-84.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.93% | -12.44%-9.5pp | -14.97%-7.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $7,285 | $5,222+39.5% | $4,232+72.1% | $4,740+53.7% |
| Participant deferral / active EE | $12,886 | $6,469+99.2% | $5,602+130.0% | $6,400+101.3% |
| Admin fee / account holder | $1,023 | $13,584-92.5% | $10,323-90.1% | $11,426-91.0% |