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 | $72,083 | $126,574-43.1% | $106,213-32.1% | $145,922-50.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.34% | 224.79%-219.4pp | 116.14%-110.8pp | 561.29%-555.9pp |
| Employer contribution / active EE | $2,791 | $3,730-25.2% | $3,171-12.0% | $4,660-40.1% |
| Participant deferral / active EE | $6,087 | $5,724+6.3% | $5,016+21.3% | $6,688-9.0% |
| Admin fee / account holder | $1,514 | $17,304-91.3% | $11,033-86.3% | $13,397-88.7% |