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 | $43,713 | $63,346-31.0% | $92,233-52.6% | $70,131-37.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.26% | 530.12%-529.9pp | 176.28%-176.0pp | 73.14%-72.9pp |
| Employer contribution / active EE | $5,113 | $2,471+106.9% | $3,679+39.0% | $2,342+118.3% |
| Participant deferral / active EE | $2,250 | $2,854-21.1% | $3,897-42.3% | $3,332-32.5% |
| Admin fee / account holder | $581 | $3,840-84.9% | $5,194-88.8% | $4,645-87.5% |