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 | $107,493 | $94,529+13.7% | $140,016-23.2% | $64,186+67.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 87.5%-9.7pp | 69.6%+8.2pp |
| Annual return | -8.09% | 7.77%-15.9pp | 651.12%-659.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,184 | $3,812-16.5% | $5,606-43.2% | $2,381+33.7% |
| Participant deferral / active EE | $8,113 | $5,250+54.5% | $6,927+17.1% | $3,470+133.8% |
| Admin fee / account holder | $1,769 | $6,741-73.8% | $10,705-83.5% | $4,888-63.8% |