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 | $93,927 | $65,409+43.6% | $98,442-4.6% | $85,850+9.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 7.22% | 21.76%-14.5pp | 1492.73%-1485.5pp | 318.53%-311.3pp |
| Employer contribution / active EE | $14,670 | $2,168+576.8% | $2,960+395.7% | $2,565+471.9% |
| Participant deferral / active EE | $2,734 | $3,166-13.7% | $4,276-36.1% | $3,952-30.8% |
| Admin fee / account holder | $619 | $4,593-86.5% | $5,949-89.6% | $6,260-90.1% |