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 | $66,435 | $96,635-31.3% | $86,612-23.3% | $139,434-52.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.92% | 106.41%-98.5pp | 591.07%-583.2pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,751 | $3,263-46.3% | $3,022-42.1% | $4,751-63.1% |
| Participant deferral / active EE | $4,925 | $4,836+1.8% | $4,438+11.0% | $6,710-26.6% |
| Admin fee / account holder | $1,595 | $6,408-75.1% | $5,614-71.6% | $11,403-86.0% |