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 | $97,202 | $73,867+31.6% | $143,757-32.4% | $68,494+41.9% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -22.54% | 1.01%-23.5pp | -0.04%-22.5pp | -7.84%-14.7pp |
| Employer contribution / active EE | $11,111 | $3,184+249.0% | $4,951+124.4% | $2,596+328.0% |
| Participant deferral / active EE | $8,935 | $3,384+164.0% | $5,637+58.5% | $4,027+121.9% |
| Admin fee / account holder | $1,562 | $5,755-72.9% | $14,673-89.4% | $5,403-71.1% |