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 6-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 | $218,889 | $89,753+143.9% | $107,525+103.6% | $84,808+158.1% |
| Participation rate | 95.5% | 68.1%+27.5pp | 75.1%+20.4pp | 68.3%+27.2pp |
| Annual return | -2.02% | 29.48%-31.5pp | 181.32%-183.3pp | 40.90%-42.9pp |
| Employer contribution / active EE | $16,567 | $3,113+432.1% | $3,754+341.4% | $2,631+529.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,574 | $7,222-22.8% | $8,919-37.5% | $7,344-24.1% |