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 | $183,033 | $90,503+102.2% | $78,689+132.6% | $273,961-33.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | -4.65% | 75.60%-80.3pp | 62.18%-66.8pp | 41.45%-46.1pp |
| Employer contribution / active EE | $9,726 | $3,176+206.3% | $2,851+241.2% | $4,869+99.8% |
| Participant deferral / active EE | $14,959 | $3,901+283.4% | $3,517+325.4% | $5,287+182.9% |
| Admin fee / account holder | $6,133 | $5,263+16.5% | $4,510+36.0% | $10,132-39.5% |