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 | $238,784 | $77,813+206.9% | $123,544+93.3% | $64,186+272.0% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -9.34% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $11,111 | $3,014+268.7% | $4,628+140.1% | $2,381+366.7% |
| Participant deferral / active EE | $8,594 | $5,240+64.0% | $6,426+33.7% | $3,470+147.7% |
| Admin fee / account holder | $7,267 | $5,519+31.7% | $9,284-21.7% | $4,888+48.7% |