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 | $99,088 | $99,020+0.1% | $86,590+14.4% | $147,584-32.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.48% | 1312.34%-1309.9pp | 964.84%-962.4pp | 578.55%-576.1pp |
| Employer contribution / active EE | $1,848 | $3,132-41.0% | $2,839-34.9% | $4,876-62.1% |
| Participant deferral / active EE | $3,614 | $3,972-9.0% | $3,609+0.2% | $5,439-33.5% |
| Admin fee / account holder | $1,949 | $5,710-65.9% | $4,906-60.3% | $10,885-82.1% |