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 | $144,816 | $64,707+123.8% | $112,228+29.0% | $68,494+111.4% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -19.59% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,634 | $2,746-4.1% | $3,635-27.5% | $2,596+1.4% |
| Participant deferral / active EE | $8,714 | $3,565+144.4% | $4,728+84.3% | $4,027+116.4% |
| Admin fee / account holder | $8,523 | $5,232+62.9% | $6,410+33.0% | $5,403+57.8% |