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 | $77,635 | $49,177+57.9% | $79,464-2.3% | $64,186+21.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.94% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $5,355 | $2,076+157.9% | $2,800+91.2% | $2,381+124.9% |
| Participant deferral / active EE | $11,182 | $2,821+296.3% | $3,704+201.9% | $3,470+222.3% |
| Admin fee / account holder | $3,459 | $3,839-9.9% | $5,113-32.3% | $4,888-29.2% |