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 4-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 | $135,769 | $91,538+48.3% | $129,995+4.4% | $75,163+80.6% |
| Participation rate | 85.2% | 71.4%+13.7pp | 78.5%+6.7pp | 67.2%+18.0pp |
| Annual return | 10.18% | -631.11%+641.3pp | -137.18%+147.4pp | 160.62%-150.4pp |
| Employer contribution / active EE | $3,049 | $2,845+7.1% | $4,320-29.4% | $2,670+14.2% |
| Participant deferral / active EE | $8,117 | $4,341+87.0% | $5,820+39.5% | $4,125+96.8% |
| Admin fee / account holder | $56,571 | $6,790+733.1% | $10,614+433.0% | $5,651+901.1% |