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 | $57,985 | $58,694-1.2% | $142,863-59.4% | $85,850-32.5% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 10.54% | 27.72%-17.2pp | 5637.54%-5627.0pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,632 | $2,607+0.9% | $3,837-31.4% | $3,952-33.4% |
| Admin fee / account holder | $2,646 | $4,239-37.6% | $6,560-59.7% | $6,260-57.7% |