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 | $206,512 | $131,829+56.7% | $108,579+90.2% | $273,961-24.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.63% | -91.57%+93.2pp | -51.70%+53.3pp | 41.45%-39.8pp |
| Employer contribution / active EE | $10,752 | $4,912+118.9% | $3,758+186.1% | $4,869+120.8% |
| Participant deferral / active EE | $7,605 | $5,127+48.3% | $4,311+76.4% | $5,287+43.8% |
| Admin fee / account holder | $470 | $10,252-95.4% | $7,645-93.9% | $10,132-95.4% |