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 | $185,576 | $71,883+158.2% | $86,677+114.1% | $68,494+170.9% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -18.82% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $7,372 | $2,173+239.3% | $2,836+159.9% | $2,596+183.9% |
| Participant deferral / active EE | $2,330 | $3,779-38.3% | $4,656-50.0% | $4,027-42.1% |
| Admin fee / account holder | $4,022 | $6,112-34.2% | $7,493-46.3% | $5,403-25.5% |