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 | $67,716 | $158,817-57.4% | $121,196-44.1% | $135,375-50.0% |
| Participation rate | 89.5% | 79.3%+10.2pp | 71.7%+17.7pp | 82.6%+6.8pp |
| Annual return | -10.34% | -0.64%-9.7pp | 16.93%-27.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $9,666 | $5,665+70.6% | $4,022+140.4% | $4,779+102.3% |
| Participant deferral / active EE | $6,370 | $4,005+59.1% | $3,344+90.5% | $5,609+13.6% |
| Admin fee / account holder | $723 | $6,512-88.9% | $5,019-85.6% | $10,827-93.3% |