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 | $117,106 | $75,828+54.4% | $147,614-20.7% | $59,632+96.4% |
| Participation rate | 82.8% | 71.6%+11.2pp | 84.6%-1.9pp | 68.7%+14.1pp |
| Annual return | -3.97% | 0.37%-4.3pp | 61.98%-66.0pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $2,414 | $3,485-30.7% | $5,564-56.6% | $2,203+9.6% |
| Participant deferral / active EE | $4,480 | $3,130+43.1% | $4,895-8.5% | $3,192+40.4% |
| Admin fee / account holder | $2,010 | $5,985-66.4% | $11,611-82.7% | $4,297-53.2% |