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 | $122,710 | $85,790+43.0% | $67,313+82.3% | $135,375-9.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -9.65% | -0.54%-9.1pp | -4.08%-5.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,486 | $3,4870% | $2,566+35.9% | $4,779-27.0% |
| Participant deferral / active EE | $5,282 | $4,651+13.6% | $3,568+48.0% | $5,609-5.8% |
| Admin fee / account holder | $917 | $6,392-85.7% | $4,507-79.6% | $10,827-91.5% |