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 | $70,642 | $107,334-34.2% | $92,893-24.0% | $152,861-53.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.89% | 145.58%-133.7pp | 109.41%-97.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $3,715 | $4,221-12.0% | $3,653+1.7% | $4,762-22.0% |
| Participant deferral / active EE | $8,821 | $4,845+82.1% | $4,236+108.2% | $5,850+50.8% |
| Admin fee / account holder | $767 | $7,079-89.2% | $5,794-86.8% | $11,596-93.4% |