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 | $112,694 | $144,119-21.8% | $117,854-4.4% | $147,584-23.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.18% | 531.15%-529.0pp | 335.08%-332.9pp | 578.55%-576.4pp |
| Employer contribution / active EE | $6,690 | $4,896+36.6% | $3,786+76.7% | $4,876+37.2% |
| Participant deferral / active EE | $2,000 | $5,316-62.4% | $4,482-55.4% | $5,439-63.2% |
| Admin fee / account holder | $10,206 | $10,886-6.2% | $8,020+27.3% | $10,885-6.2% |