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 | $41,244 | $74,888-44.9% | $71,209-42.1% | $142,382-71.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.67% | 345.14%-341.5pp | 282.51%-278.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $5,073 | $2,854+77.7% | $2,721+86.4% | $4,299+18.0% |
| Participant deferral / active EE | $12,204 | $4,454+174.0% | $4,175+192.3% | $6,507+87.5% |
| Admin fee / account holder | $198,471 | $5,568+3464.3% | $5,349+3610.6% | $12,624+1472.2% |