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 | $15,063 | $65,409-77.0% | $98,442-84.7% | $85,850-82.5% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.3%+18.7pp |
| Annual return | 5.44% | 21.76%-16.3pp | 1492.73%-1487.3pp | 318.53%-313.1pp |
| Employer contribution / active EE | $2,688 | $2,168+24.0% | $2,960-9.2% | $2,565+4.8% |
| Participant deferral / active EE | $6,092 | $3,166+92.4% | $4,276+42.5% | $3,952+54.2% |
| Admin fee / account holder | $3,497 | $4,593-23.9% | $5,949-41.2% | $6,260-44.1% |