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 | $33,172 | $57,281-42.1% | $86,612-61.7% | $75,163-55.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.49% | 2670.75%-2658.3pp | 591.07%-578.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,310 | $2,314-0.2% | $3,022-23.6% | $2,670-13.5% |
| Participant deferral / active EE | $4,288 | $3,318+29.3% | $4,438-3.4% | $4,125+4.0% |
| Admin fee / account holder | $1,374 | $4,112-66.6% | $5,614-75.5% | $5,651-75.7% |