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 | $41,753 | $109,982-62.0% | $97,226-57.1% | $145,922-71.4% |
| Participation rate | 95.7% | 75.9%+19.7pp | 72.7%+23.0pp | 80.3%+15.4pp |
| Annual return | 7.20% | 242.90%-235.7pp | 75.13%-67.9pp | 561.29%-554.1pp |
| Employer contribution / active EE | $5,107 | $3,084+65.6% | $2,729+87.2% | $4,660+9.6% |
| Participant deferral / active EE | $3,058 | $4,676-34.6% | $4,264-28.3% | $6,688-54.3% |
| Admin fee / account holder | $1,848 | $6,221-70.3% | $5,654-67.3% | $13,397-86.2% |