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 | $68,258 | $107,334-36.4% | $92,893-26.5% | $152,861-55.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.73% | 145.58%-136.9pp | 109.41%-100.7pp | 345.32%-336.6pp |
| Employer contribution / active EE | $1,894 | $4,221-55.1% | $3,653-48.1% | $4,762-60.2% |
| Participant deferral / active EE | $7,577 | $4,845+56.4% | $4,236+78.9% | $5,850+29.5% |
| Admin fee / account holder | $33,190 | $7,079+368.8% | $5,794+472.8% | $11,596+186.2% |