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 | $132,307 | $81,900+61.5% | $119,609+10.6% | $68,494+93.2% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | -20.93% | -23.82%+2.9pp | -14.97%-6.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $4,170 | $2,693+54.8% | $4,232-1.5% | $2,596+60.6% |
| Participant deferral / active EE | $8,488 | $4,148+104.6% | $5,602+51.5% | $4,027+110.8% |
| Admin fee / account holder | $1,351 | $6,582-79.5% | $10,323-86.9% | $5,403-75.0% |