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 | $121,242 | $56,277+115.4% | $80,975+49.7% | $62,891+92.8% |
| Participation rate | 91.9% | 69.0%+22.9pp | 75.8%+16.1pp | 69.3%+22.6pp |
| Annual return | -23.21% | 22.12%-45.3pp | 17.10%-40.3pp | 20.14%-43.3pp |
| Employer contribution / active EE | $13,311 | $1,943+585.1% | $3,714+258.4% | $2,281+483.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,931 | $3,741+5.1% | $5,516-28.7% | $4,296-8.5% |