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 | $107,336 | $106,890+0.4% | $84,015+27.8% | $152,861-29.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.84% | 104.99%-104.1pp | 71.31%-70.5pp | 345.32%-344.5pp |
| Employer contribution / active EE | $5,769 | $2,734+111.0% | $1,983+190.9% | $4,762+21.1% |
| Participant deferral / active EE | $1,279 | $4,011-68.1% | $3,239-60.5% | $5,850-78.1% |
| Admin fee / account holder | $469 | $8,285-94.3% | $6,101-92.3% | $11,596-96.0% |