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 | $75,212 | $77,813-3.3% | $123,544-39.1% | $64,186+17.2% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -9.15% | 12.48%-21.6pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $14,815 | $3,014+391.6% | $4,628+220.1% | $2,381+522.3% |
| Participant deferral / active EE | $6,997 | $5,240+33.5% | $6,426+8.9% | $3,470+101.7% |
| Admin fee / account holder | $5,371 | $5,519-2.7% | $9,284-42.1% | $4,888+9.9% |