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 | $177,711 | $81,900+117.0% | $119,609+48.6% | $68,494+159.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -25.93% | -23.82%-2.1pp | -14.97%-11.0pp | -7.84%-18.1pp |
| Employer contribution / active EE | $2,178 | $2,693-19.1% | $4,232-48.5% | $2,596-16.1% |
| Participant deferral / active EE | $5,810 | $4,148+40.1% | $5,602+3.7% | $4,027+44.3% |
| Admin fee / account holder | $6,455 | $6,582-1.9% | $10,323-37.5% | $5,403+19.5% |