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 | $100,979 | $45,566+121.6% | $64,105+57.5% | $59,632+69.3% |
| Participation rate | 74.4% | 60.2%+14.2pp | 68.2%+6.2pp | 68.7%+5.7pp |
| Annual return | -3.62% | 4.95%-8.6pp | 791.24%-794.9pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $1,145 | $934+22.6% | $1,820-37.1% | $2,203-48.0% |
| Participant deferral / active EE | $5,584 | $2,057+171.5% | $2,822+97.9% | $3,192+75.0% |
| Admin fee / account holder | $2,527 | $3,268-22.7% | $4,499-43.8% | $4,297-41.2% |