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 | $77,075 | $43,327+77.9% | $59,878+28.7% | $64,186+20.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -7.32% | -1.55%-5.8pp | 3.46%-10.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $7,691 | $2,028+279.2% | $2,722+182.6% | $2,381+223.1% |
| Participant deferral / active EE | $7,411 | $2,546+191.1% | $3,402+117.9% | $3,470+113.6% |
| Admin fee / account holder | $5,395 | $3,005+79.5% | $3,590+50.3% | $4,888+10.4% |