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 | $187,453 | $105,860+77.1% | $90,749+106.6% | $134,475+39.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.17% | -11.01%-11.2pp | -12.16%-10.0pp | 417.96%-440.1pp |
| Employer contribution / active EE | $8,700 | $3,462+151.3% | $2,921+197.9% | $4,740+83.6% |
| Participant deferral / active EE | $6,551 | $5,216+25.6% | $4,564+43.5% | $6,400+2.4% |
| Admin fee / account holder | $2,151 | $13,938-84.6% | $8,445-74.5% | $11,426-81.2% |