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 | $56,019 | $115,770-51.6% | $101,248-44.7% | $158,922-64.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.97% | 56.14%-51.2pp | 46.47%-41.5pp | 302.83%-297.9pp |
| Employer contribution / active EE | $10,206 | $4,175+144.5% | $3,660+178.9% | $4,761+114.4% |
| Participant deferral / active EE | $4,825 | $4,957-2.7% | $4,370+10.4% | $5,982-19.3% |
| Admin fee / account holder | $456 | $7,245-93.7% | $5,945-92.3% | $11,246-95.9% |