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 | $118,590 | $91,538+29.6% | $129,995-8.8% | $75,163+57.8% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 3.63% | -631.11%+634.7pp | -137.18%+140.8pp | 160.62%-157.0pp |
| Employer contribution / active EE | $2,541 | $2,845-10.7% | $4,320-41.2% | $2,670-4.8% |
| Participant deferral / active EE | $6,088 | $4,341+40.3% | $5,820+4.6% | $4,125+47.6% |
| Admin fee / account holder | $2,746 | $6,790-59.6% | $10,614-74.1% | $5,651-51.4% |