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 | $131,670 | $116,175+13.3% | $93,606+40.7% | $152,861-13.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.25% | 35.96%-35.7pp | 32.76%-32.5pp | 345.32%-345.1pp |
| Employer contribution / active EE | $9,821 | $3,218+205.2% | $2,718+261.3% | $4,762+106.2% |
| Participant deferral / active EE | $8,074 | $4,603+75.4% | $4,069+98.5% | $5,850+38.0% |
| Admin fee / account holder | $9,339 | $10,748-13.1% | $7,888+18.4% | $11,596-19.5% |