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 | $160,753 | $110,094+46.0% | $151,611+6.0% | $68,494+134.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.55% | -10.12%-10.4pp | 3.33%-23.9pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,310 | $4,471-3.6% | $6,166-30.1% | $2,596+66.0% |
| Participant deferral / active EE | $7,303 | $6,527+11.9% | $8,363-12.7% | $4,027+81.3% |
| Admin fee / account holder | $8,097 | $7,719+4.9% | $11,616-30.3% | $5,403+49.9% |