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 | $67,731 | $156,846-56.8% | $121,098-44.1% | $139,434-51.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.87% | 1474.56%-1465.7pp | 985.75%-976.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,499 | $5,536-54.9% | $4,164-40.0% | $4,751-47.4% |
| Participant deferral / active EE | $5,210 | $4,844+7.5% | $4,080+27.7% | $6,710-22.4% |
| Admin fee / account holder | $3,965 | $6,946-42.9% | $5,644-29.7% | $11,403-65.2% |