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 | $56,561 | $91,538-38.2% | $129,995-56.5% | $75,163-24.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.48% | -631.11%+641.6pp | -137.18%+147.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $3,355 | $2,845+17.9% | $4,320-22.3% | $2,670+25.7% |
| Participant deferral / active EE | $2,787 | $4,341-35.8% | $5,820-52.1% | $4,125-32.4% |
| Admin fee / account holder | $1,979 | $6,790-70.9% | $10,614-81.4% | $5,651-65.0% |