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 | $68,459 | $48,795+40.3% | $65,493+4.5% | $84,808-19.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.84% | 20.20%-9.4pp | 982.45%-971.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $8,584 | $1,930+344.8% | $2,574+233.4% | $2,631+226.3% |
| Participant deferral / active EE | $1,611 | $2,928-45.0% | $3,961-59.3% | $4,212-61.7% |
| Admin fee / account holder | $894 | $3,877-76.9% | $5,028-82.2% | $7,344-87.8% |