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 | $71,016 | $102,317-30.6% | $146,958-51.7% | $80,856-12.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.29% | 134.76%-123.5pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,261 | $3,713-12.2% | $4,933-33.9% | $2,755+18.4% |
| Participant deferral / active EE | $3,694 | $6,644-44.4% | $8,070-54.2% | $4,296-14.0% |
| Admin fee / account holder | $3,513 | $7,941-55.8% | $12,998-73.0% | $6,918-49.2% |