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 | $148,983 | $85,790+73.7% | $67,313+121.3% | $135,375+10.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.06% | -0.54%-9.5pp | -4.08%-6.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $14,249 | $3,487+308.6% | $2,566+455.4% | $4,779+198.2% |
| Participant deferral / active EE | $11,328 | $4,651+143.6% | $3,568+217.5% | $5,609+102.0% |
| Admin fee / account holder | $1,594 | $6,392-75.1% | $4,507-64.6% | $10,827-85.3% |