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 | $124,844 | $109,817+13.7% | $98,442+26.8% | $167,490-25.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 2.59% | 1956.69%-1954.1pp | 1492.73%-1490.1pp | 478.56%-476.0pp |
| Employer contribution / active EE | $1,978 | $3,224-38.6% | $2,960-33.2% | $4,837-59.1% |
| Participant deferral / active EE | $6,924 | $4,673+48.2% | $4,276+61.9% | $6,341+9.2% |
| Admin fee / account holder | $36,283 | $6,753+437.3% | $5,949+509.9% | $12,309+194.8% |