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 4-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 | $80,164 | $96,635-17.0% | $86,612-7.4% | $139,434-42.5% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 9.03% | 106.41%-97.4pp | 591.07%-582.0pp | 372.94%-363.9pp |
| Employer contribution / active EE | $2,876 | $3,263-11.9% | $3,022-4.8% | $4,751-39.5% |
| Participant deferral / active EE | $9,566 | $4,836+97.8% | $4,438+115.6% | $6,710+42.6% |
| Admin fee / account holder | $2,592 | $6,408-59.6% | $5,614-53.8% | $11,403-77.3% |