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 | $52,249 | $107,334-51.3% | $92,893-43.8% | $152,861-65.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.26% | 145.58%-144.3pp | 109.41%-108.2pp | 345.32%-344.1pp |
| Employer contribution / active EE | $3,162 | $4,221-25.1% | $3,653-13.4% | $4,762-33.6% |
| Participant deferral / active EE | $8,948 | $4,845+84.7% | $4,236+111.2% | $5,850+53.0% |
| Admin fee / account holder | $362 | $7,079-94.9% | $5,794-93.8% | $11,596-96.9% |