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 | $91,501 | $197,591-53.7% | $177,821-48.5% | $158,922-42.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | -1.77% | 58.76%-60.5pp | 48.32%-50.1pp | 302.83%-304.6pp |
| Employer contribution / active EE | $2,037 | $6,697-69.6% | $5,918-65.6% | $4,761-57.2% |
| Participant deferral / active EE | $13,746 | $8,405+63.5% | $7,714+78.2% | $5,982+129.8% |
| Admin fee / account holder | $16,495 | $15,399+7.1% | $12,427+32.7% | $11,246+46.7% |