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 | $190,293 | $106,515+78.7% | $96,683+96.8% | $139,434+36.5% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | -4.05% | 38.43%-42.5pp | 35.69%-39.7pp | 372.94%-377.0pp |
| Employer contribution / active EE | $10,030 | $4,103+144.5% | $3,737+168.4% | $4,751+111.1% |
| Participant deferral / active EE | $3,163 | $5,454-42.0% | $4,878-35.2% | $6,710-52.9% |
| Admin fee / account holder | $36,281 | $7,877+360.6% | $6,730+439.1% | $11,403+218.2% |