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 | $164,678 | $61,660+167.1% | $80,019+105.8% | $64,186+156.6% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.8%+20.9pp | 69.6%+27.2pp |
| Annual return | -7.61% | -0.33%-7.3pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $8,152 | $1,810+350.3% | $2,468+230.3% | $2,381+242.4% |
| Participant deferral / active EE | $8,573 | $2,968+188.9% | $3,686+132.6% | $3,470+147.1% |
| Admin fee / account holder | $1,673 | $5,417-69.1% | $6,521-74.3% | $4,888-65.8% |