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 | $59,979 | $49,173+22.0% | $121,098-50.5% | $75,163-20.2% |
| Participation rate | 80.0% | 55.4%+24.6pp | 69.5%+10.5pp | 67.2%+12.8pp |
| Annual return | 13.47% | 55.99%-42.5pp | 985.75%-972.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,234 | $2,628-15.0% | $4,080-45.2% | $4,125-45.9% |
| Admin fee / account holder | $3,959 | $3,942+0.4% | $5,644-29.9% | $5,651-29.9% |