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 | $145,646 | $131,829+10.5% | $108,579+34.1% | $273,961-46.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.35% | -91.57%+92.9pp | -51.70%+53.0pp | 41.45%-40.1pp |
| Employer contribution / active EE | $12,400 | $4,912+152.4% | $3,758+230.0% | $4,869+154.7% |
| Participant deferral / active EE | $9,437 | $5,127+84.1% | $4,311+118.9% | $5,287+78.5% |
| Admin fee / account holder | $1,614 | $10,252-84.3% | $7,645-78.9% | $10,132-84.1% |