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 | $77,334 | $93,571-17.4% | $135,903-43.1% | $75,163+2.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | -2.25% | 30.90%-33.2pp | 68.23%-70.5pp | 160.62%-162.9pp |
| Employer contribution / active EE | $7,315 | $3,537+106.8% | $4,856+50.6% | $2,670+174.0% |
| Participant deferral / active EE | $12,213 | $6,404+90.7% | $7,758+57.4% | $4,125+196.1% |
| Admin fee / account holder | $14,345 | $6,975+105.7% | $10,762+33.3% | $5,651+153.9% |