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 | $152,677 | $96,965+57.5% | $97,995+55.8% | $147,584+3.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 0.18% | 24.11%-23.9pp | 23.94%-23.8pp | 578.55%-578.4pp |
| Employer contribution / active EE | $2,716 | $4,536-40.1% | $4,158-34.7% | $4,876-44.3% |
| Participant deferral / active EE | $14,204 | $5,081+179.6% | $5,097+178.7% | $5,439+161.2% |
| Admin fee / account holder | $8,506 | $8,120+4.8% | $5,943+43.1% | $10,885-21.9% |