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 | $132,836 | $102,616+29.4% | $81,983+62.0% | $158,922-16.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 5.34% | 61.04%-55.7pp | 41.31%-36.0pp | 302.83%-297.5pp |
| Employer contribution / active EE | $4,714 | $3,240+45.5% | $2,498+88.7% | $4,761-1.0% |
| Participant deferral / active EE | $1,196 | $4,648-74.3% | $3,722-67.9% | $5,982-80.0% |
| Admin fee / account holder | $54,027 | $8,235+556.1% | $5,664+853.9% | $11,246+380.4% |