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 | $153,082 | $100,852+51.8% | $90,404+69.3% | $158,922-3.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.88% | 1724.20%-1721.3pp | 1293.02%-1290.1pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,530 | $3,689-58.5% | $3,262-53.1% | $4,761-67.9% |
| Participant deferral / active EE | $12,835 | $4,348+195.2% | $3,963+223.8% | $5,982+114.5% |
| Admin fee / account holder | $5,065 | $6,501-22.1% | $5,611-9.7% | $11,246-55.0% |