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 | $129,439 | $57,354+125.7% | $83,848+54.4% | $64,186+101.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -9.94% | 11.38%-21.3pp | 850.88%-860.8pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,321 | $2,545-8.8% | $3,631-36.1% | $2,381-2.5% |
| Participant deferral / active EE | $4,989 | $2,993+66.7% | $4,082+22.2% | $3,470+43.8% |
| Admin fee / account holder | $1,437 | $4,046-64.5% | $5,478-73.8% | $4,888-70.6% |