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 | $103,070 | $99,020+4.1% | $86,590+19.0% | $147,584-30.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 2.40% | 1312.34%-1309.9pp | 964.84%-962.4pp | 578.55%-576.1pp |
| Employer contribution / active EE | $1,768 | $3,132-43.6% | $2,839-37.7% | $4,876-63.8% |
| Participant deferral / active EE | $8,160 | $3,972+105.4% | $3,609+126.1% | $5,439+50.0% |
| Admin fee / account holder | $9,364 | $5,710+64.0% | $4,906+90.9% | $10,885-14.0% |