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 | $222,176 | $85,790+159.0% | $67,313+230.1% | $135,375+64.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.10% | -0.54%-10.6pp | -4.08%-7.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,276 | $3,487-6.1% | $2,566+27.7% | $4,779-31.5% |
| Participant deferral / active EE | $13,600 | $4,651+192.4% | $3,568+281.1% | $5,609+142.5% |
| Admin fee / account holder | $9,048 | $6,392+41.5% | $4,507+100.8% | $10,827-16.4% |