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 | $47,566 | $102,966-53.8% | $90,281-47.3% | $152,861-68.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.39% | 95.16%-88.8pp | 78.10%-71.7pp | 345.32%-338.9pp |
| Employer contribution / active EE | $3,197 | $3,139+1.9% | $2,854+12.0% | $4,762-32.9% |
| Participant deferral / active EE | $3,432 | $4,281-19.8% | $3,885-11.7% | $5,850-41.3% |
| Admin fee / account holder | $23,811 | $6,171+285.9% | $5,351+345.0% | $11,596+105.3% |