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 9-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 | $144,860 | $100,852+43.6% | $90,404+60.2% | $158,922-8.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.73% | 1724.20%-1721.5pp | 1293.02%-1290.3pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,575 | $3,689-57.3% | $3,262-51.7% | $4,761-66.9% |
| Participant deferral / active EE | $13,062 | $4,348+200.4% | $3,963+229.6% | $5,982+118.4% |
| Admin fee / account holder | $5,650 | $6,501-13.1% | $5,611+0.7% | $11,246-49.8% |