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 | $63,455 | $131,829-51.9% | $108,579-41.6% | $273,961-76.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.77% | -91.57%+93.3pp | -51.70%+53.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $10,090 | $4,912+105.4% | $3,758+168.5% | $4,869+107.2% |
| Participant deferral / active EE | $15,661 | $5,127+205.5% | $4,311+263.3% | $5,287+196.2% |
| Admin fee / account holder | $547 | $10,252-94.7% | $7,645-92.8% | $10,132-94.6% |