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 | $96,945 | $73,933+31.1% | $96,683+0.3% | $75,163+29.0% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | -8.91% | 26.70%-35.6pp | 35.69%-44.6pp | 160.62%-169.5pp |
| Employer contribution / active EE | $7,660 | $2,928+161.6% | $3,737+105.0% | $2,670+186.9% |
| Participant deferral / active EE | $2,188 | $3,659-40.2% | $4,878-55.2% | $4,125-47.0% |
| Admin fee / account holder | $7,727 | $5,216+48.1% | $6,730+14.8% | $5,651+36.7% |