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 | $111,826 | $82,286+35.9% | $68,791+62.6% | $134,475-16.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -22.69% | -2.19%-20.5pp | -6.38%-16.3pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,949 | $3,301-10.7% | $2,655+11.0% | $4,740-37.8% |
| Participant deferral / active EE | $7,112 | $4,739+50.1% | $3,941+80.5% | $6,400+11.1% |
| Admin fee / account holder | $348 | $6,481-94.6% | $4,932-92.9% | $11,426-97.0% |