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 | $37,923 | $150,187-74.7% | $120,354-68.5% | $145,922-74.0% |
| Participation rate | 95.5% | 78.8%+16.7pp | 71.9%+23.5pp | 80.3%+15.2pp |
| Annual return | 7.91% | 154.07%-146.2pp | 107.15%-99.2pp | 561.29%-553.4pp |
| Employer contribution / active EE | $4,091 | $4,348-5.9% | $3,463+18.1% | $4,660-12.2% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,381 | $12,207-88.7% | $9,423-85.3% | $13,397-89.7% |