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 | $82,217 | $82,032+0.2% | $123,104-33.2% | $59,632+37.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -17.11% | 5.12%-22.2pp | 13.22%-30.3pp | 2041.28%-2058.4pp |
| Employer contribution / active EE | $5,169 | $3,297+56.8% | $5,151+0.3% | $2,203+134.7% |
| Participant deferral / active EE | $9,053 | $4,667+94.0% | $6,230+45.3% | $3,192+183.7% |
| Admin fee / account holder | $2,453 | $5,881-58.3% | $9,015-72.8% | $4,297-42.9% |