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 | $181,160 | $99,341+82.4% | $84,750+113.8% | $273,961-33.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.29% | 22.93%-23.2pp | 22.78%-23.1pp | 41.45%-41.7pp |
| Employer contribution / active EE | $5,933 | $4,214+40.8% | $3,574+66.0% | $4,869+21.9% |
| Participant deferral / active EE | $12,460 | $4,269+191.8% | $3,712+235.7% | $5,287+135.7% |
| Admin fee / account holder | $2,933 | $6,644-55.9% | $5,332-45.0% | $10,132-71.1% |