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 | $141,915 | $100,852+40.7% | $90,404+57.0% | $158,922-10.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.20% | 1724.20%-1720.0pp | 1293.02%-1288.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $8,563 | $3,689+132.1% | $3,262+162.5% | $4,761+79.8% |
| Participant deferral / active EE | $1,864 | $4,348-57.1% | $3,963-53.0% | $5,982-68.8% |
| Admin fee / account holder | $1,252 | $6,501-80.7% | $5,611-77.7% | $11,246-88.9% |