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 | $56,159 | $60,124-6.6% | $90,404-37.9% | $79,858-29.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.27% | 71.94%-67.7pp | 1293.02%-1288.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $2,027 | $2,068-2.0% | $3,262-37.8% | $2,471-17.9% |
| Participant deferral / active EE | $1,725 | $2,938-41.3% | $3,963-56.5% | $3,740-53.9% |
| Admin fee / account holder | $3,700 | $3,976-7.0% | $5,611-34.1% | $5,306-30.3% |