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 | $138,924 | $72,277+92.2% | $101,248+37.2% | $79,858+74.0% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | -6.47% | 22.30%-28.8pp | 46.47%-52.9pp | 31.71%-38.2pp |
| Employer contribution / active EE | $19,968 | $2,692+641.9% | $3,660+445.6% | $2,471+708.1% |
| Participant deferral / active EE | $4,650 | $3,282+41.7% | $4,370+6.4% | $3,740+24.3% |
| Admin fee / account holder | $19,844 | $4,400+351.0% | $5,945+233.8% | $5,306+274.0% |