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 | $209,720 | $92,222+127.4% | $76,768+173.2% | $135,375+54.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.65% | 5.46%-16.1pp | 2.43%-13.1pp | 519.73%-530.4pp |
| Employer contribution / active EE | $14,590 | $3,216+353.7% | $2,485+487.1% | $4,779+205.3% |
| Participant deferral / active EE | $9,761 | $4,509+116.5% | $3,852+153.4% | $5,609+74.0% |
| Admin fee / account holder | $1,373 | $10,748-87.2% | $6,675-79.4% | $10,827-87.3% |