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 | $111,046 | $109,817+1.1% | $98,442+12.8% | $167,490-33.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.19% | 1956.69%-1955.5pp | 1492.73%-1491.5pp | 478.56%-477.4pp |
| Employer contribution / active EE | $1,749 | $3,224-45.8% | $2,960-40.9% | $4,837-63.9% |
| Participant deferral / active EE | $4,109 | $4,673-12.1% | $4,276-3.9% | $6,341-35.2% |
| Admin fee / account holder | $600 | $6,753-91.1% | $5,949-89.9% | $12,309-95.1% |