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 | $182,079 | $78,694+131.4% | $67,652+169.1% | $125,391+45.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -7.13% | 9.46%-16.6pp | 6625.04%-6632.2pp | 282.22%-289.4pp |
| Employer contribution / active EE | $603 | $3,044-80.2% | $2,266-73.4% | $4,866-87.6% |
| Participant deferral / active EE | $16,500 | $4,292+284.4% | $3,560+363.5% | $5,352+208.3% |
| Admin fee / account holder | $3,505 | $7,403-52.7% | $4,821-27.3% | $9,540-63.3% |