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 | $159,389 | $76,000+109.7% | $154,107+3.4% | $64,186+148.3% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -11.17% | 30.32%-41.5pp | 735.12%-746.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,338 | $3,351-30.2% | $5,298-55.9% | $2,381-1.8% |
| Participant deferral / active EE | $4,958 | $3,175+56.2% | $5,081-2.4% | $3,470+42.9% |
| Admin fee / account holder | $4,898 | $5,596-12.5% | $13,411-63.5% | $4,888+0.2% |