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 | $100,280 | $64,839+54.7% | $95,585+4.9% | $84,808+18.2% |
| Participation rate | 94.6% | 63.8%+30.8pp | 72.1%+22.6pp | 68.3%+26.3pp |
| Annual return | 12.21% | -670.96%+683.2pp | 38.56%-26.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $559 | $1,759-68.2% | $2,527-77.9% | $2,631-78.7% |
| Participant deferral / active EE | $3,836 | $2,965+29.4% | $4,023-4.6% | $4,212-8.9% |
| Admin fee / account holder | $14,583 | $5,964+144.5% | $6,127+138.0% | $7,344+98.6% |