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 | $56,198 | $58,208-3.5% | $81,812-31.3% | $80,856-30.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.31% | 41.66%-33.3pp | 773.79%-765.5pp | 35.59%-27.3pp |
| Employer contribution / active EE | $3,744 | $2,340+60.0% | $2,912+28.6% | $2,755+35.9% |
| Participant deferral / active EE | $3,516 | $3,281+7.2% | $4,319-18.6% | $4,296-18.1% |
| Admin fee / account holder | $10,517 | $4,981+111.1% | $7,386+42.4% | $6,918+52.0% |