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 | $124,088 | $99,020+25.3% | $86,590+43.3% | $147,584-15.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.22% | 1312.34%-1307.1pp | 964.84%-959.6pp | 578.55%-573.3pp |
| Employer contribution / active EE | $1,628 | $3,132-48.0% | $2,839-42.6% | $4,876-66.6% |
| Participant deferral / active EE | $2,390 | $3,972-39.8% | $3,609-33.8% | $5,439-56.1% |
| Admin fee / account holder | $1,823 | $5,710-68.1% | $4,906-62.8% | $10,885-83.3% |