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 | $151,268 | $131,829+14.7% | $108,579+39.3% | $273,961-44.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.45% | -91.57%+92.0pp | -51.70%+52.1pp | 41.45%-41.0pp |
| Employer contribution / active EE | $8,575 | $4,912+74.5% | $3,758+128.2% | $4,869+76.1% |
| Participant deferral / active EE | $1,869 | $5,127-63.5% | $4,311-56.6% | $5,287-64.6% |
| Admin fee / account holder | $6,328 | $10,252-38.3% | $7,645-17.2% | $10,132-37.5% |