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 | $128,031 | $91,538+39.9% | $129,995-1.5% | $75,163+70.3% |
| Participation rate | 79.5% | 71.4%+8.0pp | 78.5%+1.0pp | 67.2%+12.3pp |
| Annual return | 1.24% | -631.11%+632.3pp | -137.18%+138.4pp | 160.62%-159.4pp |
| Employer contribution / active EE | $1,955 | $2,845-31.3% | $4,320-54.7% | $2,670-26.8% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $10,316 | $6,790+51.9% | $10,614-2.8% | $5,651+82.5% |