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 | $22,467 | $115,770-80.6% | $101,248-77.8% | $158,922-85.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.20% | 56.14%-51.9pp | 46.47%-42.3pp | 302.83%-298.6pp |
| Employer contribution / active EE | $8,947 | $4,175+114.3% | $3,660+144.5% | $4,761+87.9% |
| Participant deferral / active EE | $9,676 | $4,957+95.2% | $4,370+121.4% | $5,982+61.7% |
| Admin fee / account holder | $8,609 | $7,245+18.8% | $5,945+44.8% | $11,246-23.4% |